Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$201K Sell
2024
Q3
$215K Buy
2024
Q2
$222K Sell
2024
Q1
$268K Buy
2023
Q4
$305K Sell
2023
Q3
$255K Buy
2023
Q2
$300K Buy
2023
Q1
$338K Buy
2022
Q4
$349K Buy
2022
Q3
$240K Buy
2022
Q2
Sell
2022
Q1
$245K Buy
2021
Q4
$325K Buy
2021
Q3
$230K Buy
2021
Q2
$206K Buy