Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2024
Q1
Sell
2023
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$301K Buy
2021
Q4
$484K Hold
2021
Q3
$665K Hold
2021
Q2
$975K Hold
2021
Q1
$691K Hold
2020
Q4
$705K Hold
2020
Q3
$401K Hold
2020
Q2
$247K Buy
2020
Q1
$175K Hold
2019
Q4
$268K Buy