Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$316K Buy
2024
Q4
Sell
2024
Q3
$868K Hold
2024
Q2
$869K Hold
2024
Q1
$680K Hold
2023
Q4
$520K Hold
2023
Q3
$434K Sell
2023
Q2
$521K Buy
2023
Q1
$465K Buy
2022
Q2
Sell
2022
Q1
$538K Buy
2021
Q4
$618K Buy
2021
Q3
$572K Buy
2021
Q2
$614K Buy
2021
Q1
$602K Hold
2020
Q4
$555K Hold
2020
Q3
$413K Hold
2020
Q2
$289K Buy