Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$195K Hold
2025
Q2
$218K Hold
2025
Q1
$265K Hold
2024
Q4
$269K Hold
2024
Q3
$244K Hold
2024
Q2
$218K Hold
2024
Q1
$214K Sell
2023
Q4
$223K Hold
2023
Q3
$201K Buy
2022
Q4
$212K Sell
2022
Q3
$210K Hold
2022
Q2
$210K Hold
2022
Q1
$267K Hold
2021
Q4
$222K Hold
2021
Q3
$219K Hold
2021
Q2
$210K Sell
2021
Q1
$205K Buy
2020
Q1
Sell
2019
Q4
$286K Buy