Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$401K Buy
2024
Q2
Sell
2024
Q1
$273K Hold
2023
Q4
$386K Hold
2023
Q3
$389K Hold
2023
Q2
$407K Sell
2023
Q1
$341K Buy
2022
Q4
Sell
2022
Q3
$412K Hold
2022
Q2
$349K Hold
2022
Q1
$558K Hold
2021
Q4
$547K Hold
2021
Q3
$402K Hold
2021
Q2
$352K Sell
2021
Q1
$1M Sell
2020
Q4
$1.28M Buy
2020
Q3
$215K Buy