Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$119 Buy
2023
Q4
Sell
2023
Q3
$140K Sell
2023
Q2
$205K Hold
2023
Q1
$202K Hold
2022
Q4
$198K Sell
2022
Q3
$332K Sell
2022
Q2
$396K Hold
2022
Q1
$446K Hold
2021
Q4
$419K Hold
2021
Q3
$403K Sell
2021
Q2
$402K Sell
2021
Q1
$381K Buy
2020
Q4
$361K Sell
2020
Q3
$439K Sell
2020
Q2
$462K Buy
2020
Q1
$362K Buy
2019
Q4
$390K Buy