Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$248K Buy
2024
Q3
$279K Buy
2024
Q2
$287K Hold
2024
Q1
$261K Sell
2023
Q4
$320K Sell
2023
Q3
$285K Buy
2023
Q2
$271K Buy
2023
Q1
$197K Buy
2022
Q4
$163K Sell
2022
Q3
$140K Buy
2022
Q2
$7K Hold
2022
Q1
$8K Buy
2021
Q4
$9K Buy
2021
Q1
Sell
2020
Q4
$3K Sell
2020
Q3
$8K Buy