Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Buy
2025
Q2
$330K Buy
2025
Q1
$227K Buy
2024
Q4
$237K Sell
2024
Q3
$479K Buy
2024
Q2
$254K Sell
2024
Q1
$273K Buy
2021
Q4
Sell
2021
Q3
$246K Hold
2021
Q2
$236K Hold
2021
Q1
$208K Buy
2020
Q1
Sell
2019
Q4
$217K Buy