Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$271K Buy
2022
Q4
Sell
2022
Q3
$52K Hold
2022
Q2
$53K Hold
2022
Q1
$63K Hold
2021
Q4
$62K Hold
2021
Q3
$49K Hold
2021
Q2
$44K Hold
2021
Q1
$39K Hold
2020
Q4
$41K Hold
2020
Q3
$39K Hold
2020
Q2
$33K Hold
2020
Q1
$31K Buy
2019
Q4
$24K Buy