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
$241K Hold
2024
Q2
$258K Hold
2024
Q1
$235K Hold
2023
Q4
$277K Hold
2023
Q3
$237K Sell
2023
Q2
$242K Buy
2022
Q2
Sell
2022
Q1
$248K Hold
2021
Q4
$309K Hold
2021
Q3
$313K Buy
2021
Q1
$240K Buy