Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$396K Buy
2024
Q4
Sell
2024
Q3
$67K Buy
2021
Q3
Sell
2021
Q2
$28K Buy
2020
Q3
Sell
2020
Q2
$53K Buy
2019
Q4
$109K Buy
2019
Q3
Sell
2019
Q2
$175K Buy
2019
Q1
Sell
2018
Q4
$82K Buy
2018
Q2
Sell
2018
Q1
$117K Sell
2017
Q4
$464K Buy