Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$97K Hold
2024
Q3
$106K Hold
2024
Q2
$99K Sell
2024
Q1
$286K Hold
2023
Q4
$246K Hold
2023
Q3
$210K Sell
2023
Q2
$232K Buy
2023
Q1
$59K Buy
2022
Q1
Sell
2021
Q4
$33K Sell
2021
Q3
$66K Buy
2021
Q2
$27K Sell
2021
Q1
$69K Hold
2020
Q4
$69K Buy
2020
Q3
$39K Buy