Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Buy
2022
Q1
Sell
2021
Q4
$359K Buy
2021
Q3
$443K Hold
2021
Q2
$452K Buy
2021
Q1
$382K Hold
2020
Q4
$286K Buy
2020
Q3
$239K Sell
2020
Q2
$454K Sell
2020
Q1
$233K Buy
2018
Q2
Sell
2018
Q1
$38K Hold
2017
Q4
$34K Buy