Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Hold
2025
Q2
$244K Hold
2025
Q1
$230K Hold
2024
Q4
$223K Sell
2024
Q3
$225K Hold
2024
Q2
$212K Hold
2024
Q1
$223K Buy
2023
Q3
Sell
2023
Q2
$209K Buy
2022
Q2
Sell
2022
Q1
$207K Sell
2021
Q4
$214K Hold
2021
Q3
$211K Hold
2021
Q2
$208K Buy
2021
Q1
Sell
2020
Q4
$206K Buy