Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$296K Buy
2021
Q2
Sell
2021
Q1
$33K Buy
2020
Q4
$20K Hold
2020
Q3
$17K Buy
2020
Q2
$22K Hold
2020
Q1
$23K Hold
2019
Q4
$36K Buy
2019
Q3
Sell
2019
Q2
$40K Buy