Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$271K Hold
2024
Q2
$302K Buy
2024
Q1
Sell
2023
Q4
$510K Hold
2023
Q3
$380K Hold
2023
Q2
$404K Hold
2023
Q1
$300K Hold
2022
Q4
$261K Hold
2022
Q3
$270K Hold
2022
Q2
$348K Sell
2022
Q1
$403K Buy
2021
Q4
Sell
2021
Q3
$629K Hold
2021
Q2
$631K Hold
2021
Q1
$565K Sell
2020
Q4
$600K Buy