Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Hold
2025
Q2
$219K Hold
2025
Q1
$228K Hold
2024
Q4
$217K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$262K Hold
2021
Q3
$299K Hold
2021
Q2
$278K Sell
2021
Q1
$274K Hold
2020
Q4
$248K Buy
2020
Q3
Sell
2020
Q2
$202K Buy
2020
Q1
Sell
2019
Q4
$217K Sell
2019
Q3
$201K Buy
2019
Q2
Sell
2019
Q1
$205K Buy