Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$233K Buy
2023
Q4
Sell
2023
Q3
$3K Hold
2023
Q2
$3K Buy
2022
Q2
Sell
2022
Q1
$265K Hold
2021
Q4
$540K Hold
2021
Q3
$531K Hold
2021
Q2
$573K Hold
2021
Q1
$434K Hold
2020
Q4
$444K Hold
2020
Q3
$401K Hold
2020
Q2
$372K Sell
2020
Q1
$10.9M Hold
2019
Q4
$10.4M Hold
2019
Q3
$8.15M Hold
2019
Q2
$7.85M Hold
2019
Q1
$5.4M Buy
2018
Q4
$2.82M Buy
2018
Q3
$164K Buy