Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$204K Buy
2024
Q3
$264K Buy
2024
Q2
$258K Sell
2024
Q1
$308K Sell
2023
Q4
$275K Sell
2023
Q3
$259K Sell
2023
Q2
$238K Sell
2023
Q1
$257K Sell
2022
Q4
$241K Sell
2022
Q3
$219K Sell
2022
Q2
$222K Sell
2022
Q1
$256K Buy
2021
Q4
$292K Sell
2021
Q3
$263K Sell
2021
Q2
$254K Sell
2021
Q1
$253K Sell
2020
Q4
$208K Buy
2020
Q1
Sell
2019
Q4
$240K Buy