Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2024
Q2
Sell
2024
Q1
$239K Hold
2023
Q4
$203K Buy
2022
Q4
$226K Buy
2022
Q3
Sell
2022
Q2
$214K Hold
2022
Q1
$227K Buy
2015
Q3
Sell
2015
Q2
$235K Buy