Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2024
Q4
Sell
2024
Q3
$204K Sell
2024
Q2
$221K Hold
2024
Q1
$246K Hold
2023
Q4
$213K Hold
2023
Q3
$208K Hold
2023
Q2
$205K Sell
2023
Q1
$327K Hold
2022
Q4
$323K Hold
2022
Q3
$271K Buy
2022
Q2
Sell
2022
Q1
$501K Hold
2021
Q4
$507K Hold
2021
Q3
$440K Buy
2021
Q2
$409K Hold
2021
Q1
$366K Hold
2020
Q4
$378K Buy