Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$493K Buy
2024
Q4
$251K Sell
2024
Q3
$391K Buy
2024
Q2
$296K Sell
2024
Q1
$335K Buy
2023
Q4
Sell
2023
Q3
$667K Buy
2023
Q2
$622K Buy
2023
Q1
$403K Buy
2022
Q4
$296K Buy
2021
Q2
Sell
2021
Q1
$296K Hold
2020
Q4
$277K Buy