Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Buy
2025
Q2
$234K Sell
2025
Q1
$237K Buy
2024
Q1
Sell
2023
Q4
$200K Buy
2021
Q1
Sell
2020
Q4
$2.64M Sell
2020
Q3
$2.89M Sell
2020
Q2
$3.09M Buy
2020
Q1
$2.96M Sell
2019
Q4
$4.04M Buy
2019
Q3
$3.83M Hold
2019
Q2
$3.39M Hold
2019
Q1
$3.18M Hold
2018
Q4
$2.89M Buy