Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Sell
2025
Q2
$246K Buy
2025
Q1
$272K Buy
2024
Q4
$218K Sell
2024
Q3
$316K Hold
2024
Q2
$275K Hold
2024
Q1
$292K Hold
2023
Q4
$248K Buy
2023
Q3
$218K Buy
2023
Q2
Sell
2023
Q1
$220K Buy
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$222K Hold
2022
Q1
$235K Buy
2018
Q1
Sell
2017
Q4
$204K Buy