Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$120K Buy
2022
Q2
Sell
2022
Q1
$347K Hold
2021
Q4
$388K Buy
2021
Q3
Sell
2021
Q2
$448K Hold
2021
Q1
$425K Hold
2020
Q4
$389K Hold
2020
Q3
$377K Buy