Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$313K Hold
2025
Q1
$272K Sell
2024
Q4
$284K Hold
2024
Q3
$270K Hold
2024
Q2
$232K Buy
2023
Q3
Sell
2023
Q2
$210K Hold
2023
Q1
$212K Buy
2022
Q2
Sell
2022
Q1
$224K Hold
2021
Q4
$226K Sell
2021
Q3
$226K Hold
2021
Q2
$253K Hold
2021
Q1
$269K Sell
2020
Q4
$225K Buy