Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$256K Hold
2024
Q2
$230K Buy
2024
Q1
$220K Buy
2023
Q4
$200K Sell
2023
Q3
$205K Buy
2023
Q2
Sell
2023
Q1
$218K Hold
2022
Q4
$229K Sell
2022
Q3
$224K Sell
2022
Q2
$221K Hold
2022
Q1
$255K Buy
2021
Q4
$272K Sell
2021
Q3
$258K Sell
2021
Q2
$235K Buy