Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$210K Buy
2024
Q3
$273K Buy
2024
Q2
$218K Hold
2024
Q1
$272K Hold
2023
Q4
$249K Hold
2023
Q3
$231K Hold
2023
Q2
$238K Hold
2023
Q1
$257K Sell
2022
Q4
$261K Buy
2022
Q3
$204K Sell
2022
Q2
$232K Sell
2022
Q1
$294K Sell
2021
Q4
$436K Buy
2021
Q3
$354K Buy
2021
Q2
$312K Sell
2021
Q1
$305K Sell
2020
Q4
$289K Hold
2020
Q3
$146K Buy