Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$204K Sell
2024
Q3
$246K Sell
2024
Q2
$238K Buy
2024
Q1
$222K Buy
2023
Q4
$191K Buy
2023
Q3
$166K Buy
2023
Q2
$168K Buy
2023
Q1
$144K Buy
2022
Q4
$143K Buy
2019
Q1
Sell
2018
Q4
$11K Buy