Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Hold
2025
Q2
$120K Hold
2025
Q1
$134K Hold
2024
Q4
$121K Buy
2023
Q1
Sell
2022
Q4
$285K Hold
2022
Q3
$254K Sell
2022
Q2
$840K Hold
2022
Q1
$1.01M Hold
2021
Q4
$937K Sell
2021
Q3
$1.11M Hold
2021
Q2
$930K Hold
2021
Q1
$896K Hold
2020
Q4
$823K Buy