Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$514K Buy
2021
Q4
Sell
2021
Q3
$341K Sell
2021
Q2
$361K Hold
2021
Q1
$328K Buy
2020
Q4
$298K Buy
2020
Q3
$286K Buy
2020
Q2
$277K Sell
2020
Q1
$266K Buy
2019
Q4
$272K Sell
2019
Q3
$306K Sell
2019
Q2
$291K Sell
2019
Q1
$300K Sell
2018
Q4
$243K Sell
2018
Q3
$378K Sell
2018
Q2
$350K Hold
2018
Q1
$385K Buy
2017
Q4
$377K Buy