Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$202K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$250K Hold
2021
Q4
$310K Buy
2021
Q3
$270K Sell
2021
Q2
$307K Sell
2021
Q1
$412K Buy
2020
Q4
$317K Buy
2020
Q3
Sell
2020
Q2
$201K Sell
2020
Q1
$200K Buy
2019
Q4
Sell
2019
Q3
$375K Sell
2019
Q2
$340K Buy
2019
Q1
$338K Buy