Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$201K Buy
2024
Q4
Sell
2024
Q3
$230K Hold
2024
Q2
$220K Hold
2024
Q1
$242K Buy
2023
Q1
Sell
2022
Q4
$222K Buy
2021
Q3
Sell
2021
Q2
$233K Sell
2021
Q1
$242K Sell
2020
Q4
$235K Buy
2020
Q2
Sell
2020
Q1
$201K Buy