Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Hold
2025
Q2
$227K Hold
2025
Q1
$226K Hold
2024
Q4
$225K Hold
2024
Q3
$281K Sell
2024
Q2
$252K Hold
2024
Q1
$280K Hold
2023
Q4
$267K Sell
2023
Q3
$231K Hold
2023
Q2
$246K Hold
2023
Q1
$235K Sell
2022
Q4
$248K Buy
2022
Q3
Sell
2022
Q2
$208K Hold
2022
Q1
$206K Buy
2021
Q1
Sell
2020
Q4
$212K Buy