Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
Sell
2025
Q1
$221K Buy
2024
Q4
Sell
2024
Q3
$205K Hold
2024
Q2
$236K Hold
2024
Q1
$247K Hold
2023
Q4
$232K Buy
2023
Q3
$250K Hold
2023
Q2
$228K Buy
2023
Q1
$243K Hold
2022
Q4
$223K Buy
2021
Q3
Sell
2021
Q2
$151K Buy
2021
Q1
$139K Buy