Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$154K Buy
2021
Q2
Sell
2021
Q1
$100K Hold
2020
Q4
$104K Hold
2020
Q3
$95K Hold
2020
Q2
$92K Hold
2020
Q1
$76K Sell
2019
Q4
$171K Hold
2019
Q3
$156K Hold
2019
Q2
$158K Hold
2019
Q1
$142K Sell
2018
Q4
$124K Buy