Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Hold
2025
Q2
$222K Hold
2025
Q1
$201K Hold
2024
Q4
$219K Hold
2024
Q3
$204K Buy
2022
Q3
Sell
2022
Q2
$138K Sell
2022
Q1
$157K Buy
2021
Q4
$138K Hold
2021
Q3
$139K Hold
2021
Q2
$125K Buy
2021
Q1
$108K Buy
2020
Q4
$57K Sell
2020
Q3
$71K Buy
2020
Q2
$4K Buy