Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Buy
2024
Q3
$210K Buy
2024
Q2
$212K Buy
2024
Q1
$247K Buy
2023
Q4
$250K Buy
2023
Q3
$221K Buy
2023
Q2
$257K Sell
2023
Q1
$265K Buy
2022
Q4
$226K Buy
2022
Q3
Sell
2022
Q2
$200K Buy
2022
Q1
$228K Buy
2021
Q4
Sell
2021
Q3
$227K Hold
2021
Q2
$239K Hold
2021
Q1
$214K Buy