Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$265 Buy
2023
Q3
Sell
2023
Q2
$29.7K Sell
2023
Q1
$97.5K Hold
2022
Q4
$105K Hold
2022
Q3
$88K Sell
2022
Q2
$71K Sell
2022
Q1
$152K Sell
2021
Q4
$397K Hold
2021
Q3
$377K Sell
2021
Q2
$783K Sell
2021
Q1
$929K Sell
2020
Q4
$915K Buy