Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$256K Sell
2025
Q1
$616K Buy
2024
Q4
$244K Buy
2024
Q3
$291K Hold
2024
Q2
$245K Hold
2024
Q1
$272K Hold
2023
Q4
$259K Hold
2023
Q3
$220K Hold
2023
Q2
$235K Hold
2023
Q1
$224K Hold
2022
Q4
$231K Buy
2019
Q1
Sell
2018
Q4
$266K Buy