Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$197K Buy
2023
Q3
Sell
2023
Q2
$583K Hold
2023
Q1
$552K Hold
2022
Q4
$440K Hold
2022
Q3
$483K Buy
2022
Q2
$260K Hold
2022
Q1
$713K Hold
2021
Q4
$931K Buy
2021
Q3
$1.24M Buy
2020
Q3
Sell
2020
Q2
$470K Buy
2020
Q1
Sell
2019
Q4
$348K Buy