Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Hold
2025
Q2
$312K Hold
2025
Q1
$283K Hold
2024
Q4
$319K Hold
2024
Q3
$282K Buy
2024
Q2
$236K Hold
2024
Q1
$220K Buy
2022
Q2
Sell
2022
Q1
$204K Hold
2021
Q4
$211K Hold
2021
Q3
$204K Buy
2020
Q1
Sell
2019
Q4
$243K Sell
2019
Q3
$343K Sell
2019
Q2
$530K Sell
2019
Q1
$876K Buy