Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Hold
2025
Q2
$261K Hold
2025
Q1
$291K Sell
2024
Q4
$333K Buy
2024
Q3
$250K Sell
2024
Q2
$245K Buy
2024
Q1
$221K Hold
2023
Q4
$224K Buy
2023
Q3
Sell
2023
Q2
$225K Buy
2020
Q1
Sell
2019
Q4
$206K Buy