Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Hold
2025
Q2
$236K Hold
2025
Q1
$245K Hold
2024
Q4
$219K Buy
2022
Q2
Sell
2022
Q1
$263K Sell
2021
Q4
$458K Sell
2021
Q3
$474K Buy
2021
Q2
$471K Sell
2021
Q1
$428K Hold
2020
Q4
$361K Sell
2020
Q3
$267K Buy
2020
Q2
$242K Buy
2020
Q1
$141K Sell
2019
Q4
$407K Buy