Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$235K Hold
2025
Q1
$222K Sell
2024
Q4
$202K Sell
2024
Q3
$242K Hold
2024
Q2
$219K Hold
2024
Q1
$224K Hold
2023
Q4
$219K Buy
2020
Q3
Sell
2020
Q2
$113K Buy
2020
Q1
Sell
2019
Q4
$118 Buy