Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Hold
2025
Q2
$339K Buy
2025
Q1
$309K Hold
2024
Q4
$275K Sell
2024
Q3
$340K Hold
2024
Q2
$289K Buy
2024
Q1
$283K Hold
2023
Q4
$248K Buy
2023
Q3
Sell
2023
Q2
$229K Hold
2023
Q1
$213K Hold
2022
Q4
$208K Buy
2019
Q3
Sell
2019
Q2
$206K Sell
2019
Q1
$217K Buy
2018
Q4
Sell
2018
Q3
$223K Buy
2018
Q2
$201K Buy