Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$106K Buy
2023
Q4
Sell
2023
Q3
$510K Buy
2022
Q2
Sell
2022
Q1
$110K Sell
2021
Q4
$204K Buy
2021
Q3
$185K Sell
2021
Q2
$213K Buy
2021
Q1
$206K Buy
2020
Q4
$167K Sell
2020
Q3
$156K Sell
2020
Q2
$156K Buy
2020
Q1
$92K Buy
2019
Q4
$115K Buy