Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Hold
2025
Q2
$239K Hold
2025
Q1
$219K Sell
2024
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$416K Sell
2023
Q1
$567K Sell
2022
Q4
$800K Buy
2022
Q3
$502K Buy
2022
Q1
Sell
2021
Q4
$234K Hold
2021
Q3
$231K Hold
2021
Q2
$262K Sell
2021
Q1
$273K Buy
2020
Q4
$230K Buy