Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$316K Hold
2025
Q1
$260K Hold
2024
Q4
$300K Hold
2024
Q3
$290K Hold
2024
Q2
$247K Hold
2024
Q1
$275K Hold
2023
Q4
$259K Hold
2023
Q3
$233K Hold
2023
Q2
$237K Hold
2023
Q1
$236K Hold
2022
Q4
$238K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$228K Buy