Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$265K Sell
2024
Q4
$466K Hold
2024
Q3
$302K Buy
2024
Q2
$219K Buy
2024
Q1
Sell
2023
Q4
$383K Buy
2023
Q3
$245K Buy
2023
Q2
$214K Sell
2023
Q1
$329K Buy
2022
Q4
Sell
2022
Q3
$429K Buy
2022
Q2
$275K Sell
2022
Q1
$1.08M Buy
2021
Q4
$378K Sell
2021
Q3
$293K Hold
2021
Q2
$256K Buy
2021
Q1
$247K Hold
2020
Q4
$261K Buy