Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$187K Buy
2023
Q3
Sell
2023
Q2
$36K Buy
2022
Q2
Sell
2022
Q1
$483K Hold
2021
Q4
$575K Buy
2021
Q3
$537K Hold
2021
Q2
$498K Buy
2021
Q1
$444K Hold
2020
Q4
$351K Hold
2020
Q3
$266K Hold
2020
Q2
$265K Buy
2018
Q2
Sell
2018
Q1
$40K Hold
2017
Q4
$35K Buy