Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Hold
2025
Q2
$275K Hold
2025
Q1
$245K Hold
2024
Q4
$235K Hold
2024
Q3
$211K Buy
2024
Q1
Sell
2023
Q4
$200K Hold
2023
Q3
$213K Hold
2023
Q2
$205K Hold
2023
Q1
$207K Buy
2022
Q2
Sell
2022
Q1
$221K Hold
2021
Q4
$251K Hold
2021
Q3
$216K Hold
2021
Q2
$210K Hold
2021
Q1
$205K Buy