Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$209K Hold
2024
Q3
$244K Hold
2024
Q2
$262K Hold
2024
Q1
$238K Hold
2023
Q4
$281K Sell
2023
Q3
$244K Buy
2023
Q2
$230K Buy
2022
Q2
Sell
2022
Q1
$203K Buy
2021
Q4
$208K Hold
2021
Q3
$211K Sell
2021
Q2
$379K Hold
2021
Q1
$308K Buy