Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$219K Hold
2024
Q3
$256K Hold
2024
Q2
$218K Hold
2024
Q1
$272K Sell
2023
Q4
$801K Hold
2023
Q3
$706K Sell
2023
Q2
$839K Sell
2023
Q1
$934K Sell
2022
Q4
$911K Buy
2022
Q3
$676K Hold
2022
Q2
$891K Hold
2022
Q1
$940K Sell
2021
Q4
$1.31M Buy