Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$226K Buy
2023
Q1
$206K Buy
2022
Q4
$217K Buy
2021
Q4
Sell
2021
Q3
$230K Sell
2021
Q2
$257K Sell
2021
Q1
$346K Buy
2020
Q4
$251K Sell
2020
Q3
$268K Buy
2020
Q2
Sell
2020
Q1
$342K Sell
2019
Q4
$421K Buy
2019
Q3
$341K Buy
2019
Q2
$360K Buy
2019
Q1
$313K Buy
2018
Q4
$220K Buy