Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$27.5K Sell
2024
Q3
$67.9K Hold
2024
Q2
$50.8K Sell
2024
Q1
$52.7K Buy
2022
Q4
Sell
2022
Q3
$209K Hold
2022
Q2
$244K Buy
2022
Q1
Sell
2021
Q4
$200K Buy
2021
Q3
$88K Sell
2021
Q2
$940K Buy
2021
Q1
$815K Sell
2020
Q4
$826K Buy