Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$254K Buy
2023
Q2
Sell
2023
Q1
$145K Hold
2022
Q4
$158K Hold
2022
Q3
$135K Hold
2022
Q2
$146K Hold
2022
Q1
$145K Hold
2021
Q4
$135K Hold
2021
Q3
$128K Hold
2021
Q2
$146K Hold
2021
Q1
$149K Hold
2020
Q4
$138K Buy