Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Hold
2025
Q2
$203K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$222K Hold
2022
Q1
$255K Hold
2021
Q4
$305K Hold
2021
Q3
$301K Sell
2021
Q2
$343K Buy
2021
Q1
$330K Hold
2020
Q4
$300K Buy