Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$330K Hold
2024
Q3
$289K Hold
2024
Q2
$257K Hold
2024
Q1
$257K Hold
2023
Q4
$214K Buy
2023
Q3
Sell
2023
Q2
$203K Buy
2022
Q4
Sell
2022
Q3
$150K Hold
2022
Q2
$143K Hold
2022
Q1
$163K Sell
2021
Q4
$184K Hold
2021
Q3
$192K Buy
2020
Q1
Sell
2019
Q4
$230K Sell
2019
Q3
$269K Hold
2019
Q2
$237K Buy