Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Sell
2025
Q2
$343K Hold
2025
Q1
$417K Hold
2024
Q4
$422K Hold
2024
Q3
$383K Hold
2024
Q2
$343K Buy
2024
Q1
$329K Hold
2023
Q4
$288K Sell
2023
Q3
$276K Buy
2020
Q1
Sell
2019
Q4
$239K Buy
2019
Q3
$203K Sell
2019
Q2
$249K Buy