Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$10.3K Buy
2022
Q4
Sell
2022
Q3
$172K Sell
2022
Q2
$188K Hold
2022
Q1
$403K Hold
2021
Q4
$579K Hold
2021
Q3
$662K Sell
2021
Q2
$1.1M Buy
2021
Q1
$903K Hold
2020
Q4
$1.4M Buy
2020
Q3
$693K Sell
2020
Q2
$789K Buy