Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$322K Hold
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$314K Hold
2023
Q4
$444K Hold
2023
Q3
$447K Buy
2023
Q2
$240K Buy
2022
Q4
Sell
2022
Q3
$269K Sell
2022
Q2
$237K Sell
2022
Q1
$388K Hold
2021
Q4
$381K Sell
2021
Q3
$318K Hold
2021
Q2
$279K Sell
2021
Q1
$284K Buy
2020
Q4
$282K Buy