Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Hold
2025
Q2
$289K Hold
2025
Q1
$257K Hold
2024
Q4
$247K Buy
2022
Q3
Sell
2022
Q2
$212K Buy
2022
Q1
$269K Sell
2021
Q4
$267K Hold
2021
Q3
$267K Buy
2021
Q2
$200K Sell
2021
Q1
$310K Sell
2020
Q4
$354K Buy
2020
Q2
Sell
2020
Q1
$291K Hold
2019
Q4
$356K Buy