Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$437K Buy
2021
Q4
Sell
2021
Q3
$386K Hold
2021
Q2
$419K Hold
2021
Q1
$303K Hold
2020
Q4
$333K Hold
2020
Q3
$322K Sell
2020
Q2
$275K Buy
2019
Q3
Hold
2019
Q2
Sell
2019
Q1
$1.26M Buy