Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Hold
2025
Q2
$278K Hold
2025
Q1
$240K Hold
2024
Q4
$259K Hold
2024
Q3
$227K Hold
2024
Q2
$205K Hold
2024
Q1
$236K Buy
2022
Q2
Sell
2022
Q1
$236K Hold
2021
Q4
$286K Hold
2021
Q3
$269K Hold
2021
Q2
$268K Hold
2021
Q1
$255K Hold
2020
Q4
$219K Buy