Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Hold
2025
Q2
$226K Hold
2025
Q1
$210K Hold
2024
Q4
$204K Sell
2024
Q3
$303K Hold
2024
Q2
$319K Hold
2024
Q1
$399K Hold
2023
Q4
$351K Hold
2023
Q3
$315K Hold
2023
Q2
$331K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
Sell
2021
Q3
$230K Sell
2021
Q2
$255K Sell
2021
Q1
$271K Buy