Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$236K Sell
2024
Q4
$348K Buy
2024
Q3
$284K Buy
2023
Q3
Sell
2023
Q2
$218K Sell
2023
Q1
$365K Buy
2022
Q4
$281K Sell
2022
Q3
$449K Buy
2022
Q2
$219K Buy
2022
Q1
$288K Buy
2021
Q4
$327K Buy
2021
Q3
$394K Sell
2021
Q2
$443K Buy
2021
Q1
$366K Buy