Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$216K Sell
2024
Q3
$239K Sell
2024
Q2
$322K Sell
2024
Q1
$271K Hold
2023
Q4
$210K Buy
2023
Q2
Sell
2023
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$231K Hold
2021
Q4
$311K Hold
2021
Q3
$217K Hold
2021
Q2
$219K Buy