Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$259K Buy
2023
Q2
Sell
2023
Q1
$303K Buy
2022
Q3
Sell
2022
Q2
$212K Sell
2022
Q1
$805K Buy
2021
Q4
$229K Buy
2021
Q3
Sell
2021
Q2
$229K Buy
2021
Q1
$251K Sell
2020
Q4
$304K Sell
2020
Q3
$244K Sell
2020
Q2
$306K Sell
2020
Q1
$397K Buy
2019
Q4
$294K Buy
2019
Q3
$223K Buy
2018
Q4
Sell
2018
Q3
$199K Buy