Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Buy
2025
Q2
$297K Buy
2025
Q1
$283K Sell
2024
Q4
$328K Buy
2024
Q3
$344K Hold
2024
Q2
$299K Buy
2024
Q1
Sell
2023
Q4
$340K Buy
2022
Q4
$292K Hold
2022
Q3
$255K Hold
2022
Q2
$270K Buy
2020
Q1
Sell
2019
Q4
$352K Buy