Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$204K Sell
2024
Q4
$273K Sell
2024
Q3
$386K Sell
2024
Q2
$368K Sell
2024
Q1
$446K Buy
2023
Q4
$287K Sell
2023
Q3
$243K Sell
2023
Q2
$297K Sell
2023
Q1
$543K Hold
2022
Q4
$489K Buy
2022
Q3
$334K Hold
2022
Q2
$318K Hold
2022
Q1
$478K Buy
2021
Q4
$515K Hold
2021
Q3
$509K Sell
2021
Q2
$580K Buy
2021
Q1
$402K Hold
2020
Q4
$358K Hold
2020
Q3
$319K Sell
2020
Q2
$269K Hold
2020
Q1
$209K Buy