Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Buy
2025
Q2
$234K Sell
2025
Q1
$227K Sell
2024
Q4
$207K Buy
2024
Q3
$218K Buy
2022
Q3
Sell
2022
Q2
$204K Buy
2022
Q1
$227K Buy
2021
Q4
$249K Buy
2021
Q3
$246K Buy
2021
Q2
$256K Hold
2021
Q1
$248K Sell
2020
Q4
$252K Buy