Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$216K Buy
2023
Q2
Sell
2023
Q1
$272K Buy
2022
Q4
$322K Hold
2022
Q3
$275K Hold
2022
Q2
$331K Sell
2022
Q1
$419K Hold
2021
Q4
$493K Hold
2021
Q3
$517K Hold
2021
Q2
$564K Hold
2021
Q1
$562K Hold
2020
Q4
$483K Hold
2020
Q3
$479K Hold
2020
Q2
$464K Hold
2020
Q1
$419K Hold
2019
Q4
$455K Buy