Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$183K Buy
2022
Q3
Sell
2022
Q2
$165K Buy
2021
Q1
Sell
2020
Q4
$150K Buy
2019
Q2
Sell
2019
Q1
$218K Buy
2018
Q4
Sell
2018
Q3
$220K Sell
2018
Q2
$257K Buy