Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Hold
2025
Q2
$361K Hold
2025
Q1
$364K Hold
2024
Q4
$326K Hold
2024
Q3
$266K Hold
2024
Q2
$228K Hold
2024
Q1
$240K Sell
2023
Q4
$252K Hold
2023
Q3
$274K Hold
2023
Q2
$266K Hold
2023
Q1
$220K Hold
2022
Q4
$229K Hold
2022
Q3
$216K Buy
2018
Q2
Sell
2018
Q1
$204K Hold
2017
Q4
$236K Hold
2017
Q3
$220K Hold
2017
Q2
$200K Hold
2017
Q1
$202K Buy