Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$562K Hold
2024
Q3
$570K Hold
2024
Q2
$409K Hold
2024
Q1
$363K Sell
2023
Q4
$359K Hold
2023
Q3
$305K Buy
2023
Q2
$287K Hold
2023
Q1
$295K Buy
2022
Q4
Sell
2022
Q3
$189K Buy
2022
Q2
$182K Buy
2022
Q1
$289K Buy
2021
Q4
$104K Hold
2021
Q3
$75K Hold
2021
Q2
$98K Buy
2021
Q1
$30K Buy