Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Sell
2025
Q2
$281K Hold
2025
Q1
$243K Hold
2024
Q4
$292K Hold
2024
Q3
$292K Sell
2024
Q2
$385K Hold
2024
Q1
$365K Buy
2023
Q4
$266K Buy
2023
Q3
$206K Hold
2023
Q2
$254K Hold
2023
Q1
$238K Buy
2019
Q1
Sell
2018
Q4
$26K Buy