Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Buy
2025
Q2
$149K Sell
2025
Q1
$138K Hold
2024
Q4
$137K Buy
2021
Q4
$406K Buy
2021
Q3
$204K Hold
2021
Q2
$214K Hold
2021
Q1
$176K Buy
2020
Q4
$126K Hold
2020
Q3
$96K Sell
2020
Q2
$90K Sell
2020
Q1
$72K Buy
2019
Q4
$136K Sell
2019
Q3
$136K Hold
2019
Q2
$152K Hold
2019
Q1
$130K Hold
2018
Q4
$114K Buy