Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$215K Sell
2024
Q3
$264K Hold
2024
Q2
$225K Hold
2024
Q1
$281K Hold
2023
Q4
$325K Hold
2023
Q3
$286K Hold
2023
Q2
$330K Hold
2023
Q1
$367K Hold
2022
Q4
$350K Hold
2022
Q3
$249K Sell
2022
Q2
$316K Buy
2022
Q1
$362K Hold
2021
Q4
$448K Buy