Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$98.7K Buy
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2021
Q4
Sell
2021
Q3
$270K Hold
2021
Q2
$284K Hold
2021
Q1
$299K Hold
2020
Q4
$248K Buy
2020
Q1
Sell
2019
Q4
$252K Hold
2019
Q3
$239K Hold
2019
Q2
$253K Buy