Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$293K Sell
2025
Q1
$294K Hold
2024
Q4
$265K Hold
2024
Q3
$230K Sell
2024
Q2
$316K Buy
2024
Q1
Sell
2023
Q4
$242K Buy
2023
Q3
$212K Hold
2023
Q2
$221K Buy
2023
Q1
$208K Buy
2021
Q3
Sell
2021
Q2
$285K Buy
2021
Q1
Sell
2020
Q4
$213K Buy