Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$411K Sell
2024
Q3
$364K Sell
2024
Q2
$353K Buy
2024
Q1
$401K Hold
2023
Q4
$405K Hold
2023
Q3
$284K Sell
2023
Q2
$346K Hold
2023
Q1
$256K Sell
2022
Q4
$212K Buy
2022
Q3
$159K Buy
2022
Q2
$117K Buy
2022
Q1
$224K Buy
2021
Q4
$285K Sell
2021
Q3
$285K Hold
2021
Q2
$306K Buy
2020
Q1
Sell
2019
Q4
$39K Buy