Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$205K Buy
2024
Q3
$249K Sell
2024
Q2
$207K Buy
2024
Q1
$228K Sell
2023
Q4
$216K Sell
2023
Q3
$223K Buy
2023
Q2
$207K Sell
2023
Q1
$224K Sell
2022
Q4
$226K Buy
2022
Q3
Sell
2022
Q2
$270K Buy
2022
Q1
$264K Buy
2021
Q4
$302K Sell
2021
Q3
$297K Sell
2021
Q2
$262K Buy
2021
Q1
$205K Sell
2020
Q4
$205K Buy