Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$236K Sell
2024
Q4
$207K Sell
2024
Q3
$357K Sell
2024
Q2
$448K Buy
2024
Q1
$388K Buy
2023
Q4
$253K Sell
2023
Q3
$286K Sell
2023
Q2
$302K Buy
2023
Q1
$272K Sell
2022
Q4
$276K Sell
2022
Q3
$245K Sell
2022
Q2
$249K Buy
2022
Q1
$209K Buy
2021
Q4
Sell
2021
Q3
$200K Buy