Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$220K Hold
2024
Q3
$257K Buy
2023
Q4
Sell
2023
Q3
$283K Hold
2023
Q2
$327K Hold
2023
Q1
$364K Hold
2022
Q4
$347K Sell
2022
Q3
$258K Buy
2022
Q2
$281K Sell
2022
Q1
$384K Buy
2021
Q4
$473K Buy
2021
Q3
$153K Hold
2021
Q2
$163K Hold
2021
Q1
$140K Buy