Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$348K Sell
2024
Q3
$449K Hold
2024
Q2
$429K Hold
2024
Q1
$471K Hold
2023
Q4
$388K Sell
2023
Q3
$376K Hold
2023
Q2
$369K Hold
2023
Q1
$336K Hold
2022
Q4
$436K Hold
2022
Q3
$365K Sell
2022
Q2
$347K Sell
2022
Q1
$316K Hold
2021
Q4
$303K Buy
2021
Q3
$260K Sell
2021
Q2
$442K Hold
2021
Q1
$451K Buy