Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$355K Buy
2024
Q4
$369K Sell
2024
Q3
$539K Sell
2024
Q2
$487K Buy
2024
Q1
$500K Sell
2023
Q4
$678K Buy
2023
Q3
$697K Buy
2023
Q2
$675K Buy
2023
Q1
$672K Buy
2022
Q4
$621K Sell
2022
Q3
$570K Buy
2022
Q2
$467K Buy
2022
Q1
$565K Buy
2021
Q4
$281K Buy
2021
Q3
$249K Buy
2021
Q2
$242K Hold
2021
Q1
$229K Buy