Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Hold
2025
Q2
$294K Hold
2025
Q1
$266K Hold
2024
Q4
$251K Hold
2024
Q3
$220K Buy
2022
Q2
Sell
2022
Q1
$209K Hold
2021
Q4
$245K Buy
2021
Q2
Sell
2021
Q1
$209K Buy
2020
Q3
Sell
2020
Q2
$139K Sell
2020
Q1
$245K Buy
2019
Q4
$139K Buy