Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$207K Buy
2023
Q1
Sell
2022
Q4
$277K Sell
2022
Q3
$230K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
$271K Buy
2021
Q3
$279K Buy
2021
Q2
$270K Sell
2021
Q1
$241K Buy
2020
Q4
$232K Buy
2020
Q1
Sell
2019
Q4
$772K Buy
2019
Q3
$612K Buy