Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$225K Sell
2025
Q3
$209K Hold
2025
Q2
$206K Hold
2025
Q1
$230K Buy
2024
Q4
Sell
2024
Q3
$238K Hold
2024
Q2
$231K Hold
2024
Q1
$210K Hold
2023
Q4
$213K Buy
2020
Q4
Sell
2020
Q3
$205K Buy