Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$231K Sell
2024
Q3
$285K Sell
2024
Q2
$308K Buy
2024
Q1
$268K Sell
2023
Q4
$341K Buy
2023
Q3
$248K Buy
2023
Q2
$224K Buy
2022
Q1
Sell
2021
Q4
$225K Sell
2021
Q3
$239K Hold
2021
Q2
$244K Sell
2021
Q1
$210K Buy
2020
Q4
$212K Buy