Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$43.7K Buy
2022
Q2
Sell
2022
Q1
$162K Sell
2021
Q4
$474K Sell
2021
Q3
$563K Buy
2021
Q2
$51.3K Buy
2021
Q1
$7.4K Buy
2020
Q2
Sell
2020
Q1
$4.7K Sell
2019
Q4
$173K Hold
2019
Q3
$150K Buy
2019
Q2
$76.9K Hold
2019
Q1
$80.7K Hold
2018
Q4
$70.9K Sell
2018
Q3
$223K Sell
2018
Q2
$253K Sell
2018
Q1
$813K Buy