Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Hold
2025
Q2
$231K Hold
2025
Q1
$213K Hold
2024
Q4
$207K Hold
2024
Q3
$241K Hold
2024
Q2
$242K Hold
2024
Q1
$231K Hold
2023
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2022
Q1
Sell
2021
Q4
$214K Hold
2021
Q3
$221K Hold
2021
Q2
$214K Buy
2019
Q4
Sell
2019
Q3
$142K Buy