Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$292K Buy
2024
Q2
Sell
2024
Q1
$216K Sell
2023
Q4
$456K Buy
2023
Q3
$271K Buy
2023
Q2
$229K Sell
2023
Q1
$315K Buy
2022
Q4
$268K Buy
2022
Q3
$223K Sell
2022
Q2
$248K Hold
2022
Q1
$373K Sell
2021
Q4
$893K Buy
2021
Q3
$577K Sell
2021
Q2
$1.15M Sell
2021
Q1
$863K Buy
2020
Q4
$768K Buy