Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Buy
2025
Q2
$311K Buy
2025
Q1
$284K Buy
2024
Q4
$265K Buy
2024
Q3
Sell
2024
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$219K Hold
2021
Q3
$250K Sell
2021
Q2
$279K Hold
2021
Q1
$251K Hold
2020
Q4
$228K Buy