Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$245K Hold
2025
Q1
$253K Hold
2024
Q4
$293K Hold
2024
Q3
$300K Sell
2024
Q2
$294K Buy
2023
Q4
Sell
2023
Q3
$226K Sell
2023
Q2
$257K Buy
2023
Q1
$266K Buy
2022
Q4
$262K Hold
2022
Q3
$230K Sell
2022
Q2
$209K Buy
2022
Q1
$216K Buy
2021
Q4
$257K Buy