Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$278K Hold
2024
Q3
$265K Hold
2024
Q2
$278K Hold
2024
Q1
$369K Sell
2023
Q4
$351K Sell
2023
Q3
$228K Sell
2023
Q2
$278K Sell
2023
Q1
$301K Hold
2022
Q4
$238K Buy
2022
Q1
Sell
2021
Q4
$213K Hold
2021
Q3
$215K Hold
2021
Q2
$215K Sell
2021
Q1
$222K Sell
2020
Q4
$216K Buy