Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Hold
2025
Q2
$250K Sell
2025
Q1
$312K Hold
2024
Q4
$360K Sell
2024
Q3
$401K Buy
2024
Q2
$419K Sell
2024
Q1
$355K Hold
2023
Q4
$355K Buy
2023
Q3
$352K Buy
2023
Q2
$288K Hold
2023
Q1
$266K Sell
2022
Q4
$203K Sell
2022
Q3
$209K Buy
2019
Q3
Sell
2019
Q2
$163K Buy
2019
Q1
$141K Sell
2018
Q4
$165K Buy