Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$260K Hold
2024
Q4
$217K Buy
2024
Q3
$209K Buy
2024
Q1
Sell
2023
Q4
$176K Hold
2023
Q3
$153K Sell
2023
Q2
$158K Sell
2023
Q1
$261K Buy
2022
Q4
$265K Sell
2022
Q3
$279K Sell
2022
Q2
$366K Sell
2022
Q1
$346K Buy
2021
Q4
$342K Sell
2021
Q3
$384K Sell
2021
Q2
$617K Buy
2021
Q1
$681K Buy
2020
Q4
$489K Buy