Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$218K Buy
2024
Q3
$253K Buy
2024
Q2
$211K Hold
2024
Q1
$211K Buy
2023
Q4
$244K Buy
2023
Q3
$215K Buy
2023
Q2
$248K Buy
2023
Q1
$275K Hold
2022
Q4
$262K Buy
2022
Q3
$186K Buy
2022
Q2
$219K Buy
2022
Q1
$288K Buy
2021
Q4
$342K Buy
2021
Q3
$298K Buy
2021
Q2
$297K Sell
2021
Q1
$260K Hold
2020
Q4
$277K Buy