Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$133K Sell
2024
Q3
$179K Hold
2024
Q2
$188K Hold
2024
Q1
$167K Buy
2023
Q4
$168K Sell
2023
Q3
$160K Sell
2023
Q2
$174K Hold
2023
Q1
$209K Hold
2022
Q4
$262K Hold
2022
Q3
$216K Buy
2022
Q2
$176K Hold
2022
Q1
$217K Hold
2021
Q4
$241K Hold
2021
Q3
$228K Buy
2021
Q2
$135K Hold
2021
Q1
$106K Buy
2020
Q4
$84K Buy