Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Buy
2025
Q2
$299K Hold
2025
Q1
$281K Hold
2024
Q4
$260K Hold
2024
Q3
$283K Hold
2024
Q2
$264K Hold
2024
Q1
$256K Hold
2023
Q4
$220K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q1
Sell
2021
Q4
$260K Hold
2021
Q3
$231K Hold
2021
Q2
$228K Hold
2021
Q1
$246K Hold
2020
Q4
$241K Buy