Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Hold
2025
Q2
$285K Hold
2025
Q1
$259K Hold
2024
Q4
$237K Hold
2024
Q3
$249K Hold
2024
Q2
$206K Hold
2024
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$226K Hold
2021
Q4
$262K Hold
2021
Q3
$274K Hold
2021
Q2
$277K Hold
2021
Q1
$241K Buy
2020
Q4
Sell
2020
Q3
$205K Hold
2020
Q2
$207K Buy