Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$44K Buy
2024
Q2
Sell
2024
Q1
$17K Buy
2022
Q3
Sell
2022
Q2
$34K Sell
2022
Q1
$293K Hold
2021
Q4
$360K Buy
2021
Q3
$14K Hold
2021
Q2
$12K Hold
2021
Q1
$13K Hold
2020
Q4
$12K Sell
2020
Q3
$116K Buy