Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$212K Hold
2025
Q1
$210K Hold
2024
Q4
$214K Hold
2024
Q3
$219K Hold
2024
Q2
$200K Hold
2024
Q1
$227K Sell
2023
Q4
$215K Buy
2023
Q3
Sell
2023
Q2
$249K Hold
2023
Q1
$259K Hold
2022
Q4
$257K Hold
2022
Q3
$238K Hold
2022
Q2
$285K Hold
2022
Q1
$274K Buy
2021
Q4
$214K Hold
2021
Q3
$214K Hold
2021
Q2
$212K Hold
2021
Q1
$215K Hold
2020
Q4
$202K Buy