Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$238K Sell
2024
Q3
$405K Buy
2024
Q2
$302K Sell
2024
Q1
$349K Buy
2023
Q4
$264K Sell
2023
Q3
$352K Sell
2023
Q2
$406K Buy
2023
Q1
$344K Hold
2022
Q4
$322K Sell
2022
Q3
$761K Buy
2022
Q2
$269K Sell
2022
Q1
$994K Buy
2019
Q3
Sell
2019
Q2
$222K Hold
2019
Q1
$201K Sell
2018
Q4
$207K Hold
2018
Q3
$216K Hold
2018
Q2
$205K Buy