Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$214K Sell
2024
Q3
$271K Hold
2024
Q2
$231K Sell
2024
Q1
$375K Hold
2023
Q4
$432K Buy
2023
Q3
$376K Buy
2023
Q2
$321K Sell
2023
Q1
$379K Buy
2022
Q4
$346K Hold
2022
Q3
$246K Buy
2022
Q2
$292K Sell
2022
Q1
$406K Buy
2021
Q4
$490K Buy