Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$211K Buy
2024
Q4
Sell
2024
Q3
$297K Hold
2024
Q2
$322K Hold
2024
Q1
$343K Hold
2023
Q4
$283K Hold
2023
Q3
$268K Hold
2023
Q2
$300K Hold
2023
Q1
$277K Hold
2022
Q4
$288K Hold
2022
Q3
$224K Hold
2022
Q2
$237K Hold
2022
Q1
$213K Buy
2021
Q3
Sell
2021
Q2
$202K Sell
2021
Q1
$200K Hold
2020
Q4
$213K Hold
2020
Q3
$216K Hold
2020
Q2
$201K Hold
2020
Q1
$200K Sell
2019
Q4
$821K Buy