Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Buy
2025
Q2
$207K Buy
2025
Q1
$210K Buy
2021
Q4
Sell
2021
Q3
$311K Sell
2021
Q2
$579K Buy
2021
Q1
$377K Sell
2020
Q4
$677K Buy
2020
Q3
$841K Buy
2020
Q2
$458K Sell
2020
Q1
$416K Buy
2019
Q4
$419K Sell
2019
Q3
$332K Hold
2019
Q2
$336K Hold
2019
Q1
$362K Hold
2018
Q4
$272K Sell
2018
Q3
$329K Hold
2018
Q2
$370K Buy
2018
Q1
$363K Buy
2017
Q4
$251K Buy