Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$493K Buy
2022
Q3
Sell
2022
Q2
$340K Hold
2022
Q1
$349K Hold
2021
Q4
$306K Hold
2021
Q3
$332K Hold
2021
Q2
$340K Hold
2021
Q1
$303K Hold
2020
Q4
$268K Hold
2020
Q3
$234K Hold
2020
Q2
$237K Hold
2020
Q1
$189K Hold
2019
Q4
$282K Hold
2019
Q3
$275K Hold
2019
Q2
$301K Buy
2019
Q1
$248K Hold
2018
Q4
$284K Buy