Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$224K Hold
2024
Q3
$221K Buy
2024
Q2
Sell
2024
Q1
$245K Hold
2023
Q4
$242K Hold
2023
Q3
$203K Buy
2023
Q2
Sell
2023
Q1
$204K Buy
2022
Q2
Sell
2022
Q1
$259K Hold
2021
Q4
$283K Buy
2021
Q1
$396K Buy