Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Hold
2025
Q2
$233K Hold
2025
Q1
$219K Hold
2024
Q4
$203K Hold
2024
Q3
$221K Hold
2024
Q2
$206K Sell
2024
Q1
$211K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2022
Q1
Sell
2021
Q4
$229K Hold
2021
Q3
$204K Buy
2021
Q2
$200K Hold
2021
Q1
$208K Hold
2020
Q4
$210K Buy
2020
Q1
Sell
2019
Q4
$203K Hold
2019
Q3
$208K Sell
2019
Q2
$209K Buy