Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$269K Buy
2021
Q2
Sell
2021
Q1
$432K Buy
2020
Q4
$377K Sell
2020
Q3
$734K Sell
2020
Q2
$803K Buy
2020
Q1
$323K Sell
2019
Q4
$310K Buy
2019
Q3
$304K Sell
2019
Q2
$264K Sell
2019
Q1
$238K Buy
2018
Q4
$116K Sell
2018
Q3
$164K Buy
2018
Q2
$150K Sell
2018
Q1
$145K Buy
2017
Q4
$131K Buy