Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Hold
2025
Q2
$293K Hold
2025
Q1
$305K Hold
2024
Q4
$279K Hold
2024
Q3
$291K Hold
2024
Q2
$258K Hold
2024
Q1
$262K Hold
2023
Q4
$228K Buy
2022
Q3
Sell
2022
Q2
$202K Hold
2022
Q1
$220K Buy
2021
Q2
Sell
2021
Q1
$213K Hold
2020
Q4
$208K Buy
2020
Q3
Sell
2020
Q2
$237K Buy
2019
Q4
Sell
2019
Q3
$6K Buy