Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$424K Buy
2021
Q4
Sell
2021
Q3
$216K Sell
2021
Q2
$258K Sell
2021
Q1
$318K Buy
2020
Q4
$252K Sell
2020
Q3
$268K Sell
2020
Q2
$262K Buy
2020
Q1
$298K Sell
2019
Q4
$281K Buy
2019
Q3
$202K Sell
2019
Q2
$215K Sell
2019
Q1
$234K Buy
2018
Q4
Sell
2018
Q3
$227K Buy
2018
Q2
$190K Buy
2018
Q1
$167K Buy