Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$228K Sell
2024
Q4
$306K Sell
2024
Q3
$298K Hold
2024
Q2
$325K Sell
2024
Q1
$300K Sell
2023
Q4
$273K Sell
2023
Q3
$290K Hold
2023
Q2
$282K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q3
Sell
2022
Q2
$244K Hold
2022
Q1
$229K Hold
2021
Q4
$280K Hold
2021
Q3
$258K Sell
2021
Q2
$323K Hold
2021
Q1
$321K Buy
2020
Q4
$268K Buy