Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$342K Hold
2024
Q3
$351K Hold
2024
Q2
$322K Sell
2024
Q1
$390K Hold
2023
Q4
$370K Hold
2023
Q3
$377K Hold
2023
Q2
$389K Hold
2023
Q1
$358K Buy
2022
Q4
$360K Buy
2022
Q3
$318K Sell
2022
Q2
$983K Buy
2022
Q1
$531K Sell
2021
Q4
$631K Sell
2021
Q3
$736K Buy
2021
Q2
$518K Hold
2021
Q1
$488K Buy