Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Hold
2025
Q2
$319K Hold
2025
Q1
$332K Hold
2024
Q4
$297K Hold
2024
Q3
$276K Hold
2024
Q2
$264K Hold
2024
Q1
$258K Hold
2023
Q4
$228K Hold
2023
Q3
$221K Hold
2023
Q2
$210K Hold
2023
Q1
$214K Hold
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$206K Buy
2019
Q4
Sell
2019
Q3
$219K Buy
2019
Q2
$235K Buy