Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Sell
2025
Q2
$242K Hold
2025
Q1
$220K Buy
2024
Q4
$201K Sell
2024
Q3
$213K Buy
2022
Q2
Sell
2022
Q1
$233K Hold
2021
Q4
$271K Sell
2021
Q3
$285K Buy
2021
Q2
$286K Buy
2021
Q1
$248K Sell
2020
Q4
$225K Buy
2020
Q3
$225K Buy
2020
Q2
$224K Buy