Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$315K Buy
2025
Q1
Sell
2024
Q4
$277K Buy
2024
Q3
Sell
2024
Q2
$213K Buy
2024
Q1
$237K Buy
2022
Q2
Sell
2022
Q1
$268K Buy
2021
Q4
$270K Buy
2020
Q4
Sell
2020
Q3
$36K Buy
2020
Q1
Sell
2019
Q4
$27K Sell
2019
Q3
$26.9K Buy
2019
Q2
Sell
2019
Q1
$29.7K Buy