Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Buy
2025
Q2
$210K Hold
2025
Q1
$204K Hold
2024
Q4
$226K Hold
2024
Q3
$214K Buy
2024
Q2
Sell
2024
Q1
$239K Hold
2023
Q4
$241K Hold
2023
Q3
$873K Hold
2023
Q2
$868K Hold
2023
Q1
$869K Buy
2022
Q2
Sell
2022
Q1
$226K Hold
2021
Q4
$248K Sell
2021
Q3
$343K Buy
2021
Q2
$313K Sell
2021
Q1
$341K Buy
2020
Q4
$310K Buy
2020
Q3
$261K Sell
2020
Q2
$244K Buy