Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$126K Buy
2025
Q1
Sell
2024
Q4
$259K Hold
2024
Q3
$265K Hold
2024
Q2
$259K Hold
2024
Q1
$325K Hold
2023
Q4
$325K Hold
2023
Q3
$322K Buy
2023
Q1
Sell
2022
Q4
$478K Hold
2022
Q3
$500K Buy
2021
Q2
Sell
2021
Q1
$100K Sell
2020
Q4
$120K Sell
2020
Q3
$130K Sell
2020
Q2
$160K Sell
2020
Q1
$140K Buy
2019
Q4
$122K Buy