Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$259K Hold
2025
Q1
$253K Buy
2024
Q4
$202K Buy
2022
Q4
Sell
2022
Q3
$155K Sell
2022
Q2
$267K Sell
2022
Q1
$267K Buy
2021
Q3
Sell
2021
Q2
$240K Buy
2021
Q1
$251K Sell
2020
Q4
$260K Buy
2020
Q3
$256K Buy
2020
Q2
$240K Buy
2020
Q1
$223K Buy
2018
Q4
$245K Buy