Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$229K Buy
2024
Q3
$216K Sell
2024
Q2
$216K Sell
2024
Q1
$217K Buy
2023
Q4
$202K Sell
2023
Q3
$201K Buy
2023
Q2
$196K Sell
2023
Q1
$239K Buy
2022
Q4
$215K Buy
2022
Q3
$19K Sell
2022
Q2
$233K Sell
2022
Q1
$227K Hold
2021
Q4
$236K Buy