Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$216K Hold
2024
Q3
$252K Hold
2024
Q2
$270K Hold
2024
Q1
$245K Hold
2023
Q4
$290K Hold
2023
Q3
$248K Hold
2023
Q2
$238K Buy
2023
Q1
Sell
2022
Q4
$164K Hold
2022
Q3
$134K Hold
2022
Q2
$178K Hold
2022
Q1
$221K Hold
2021
Q4
$276K Buy