Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$313K Sell
2024
Q3
$225K Buy
2024
Q1
Sell
2023
Q4
$220K Sell
2023
Q3
$234K Sell
2023
Q2
$255K Sell
2023
Q1
$254K Buy
2022
Q4
Sell
2022
Q3
$318K Sell
2022
Q2
$286K Sell
2022
Q1
$469K Sell
2021
Q4
$597K Buy
2021
Q3
$419K Hold
2021
Q2
$367K Hold
2021
Q1
$361K Sell
2020
Q4
$416K Buy
2020
Q3
$242K Buy