Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$234K Buy
2022
Q2
Sell
2022
Q1
$216K Hold
2021
Q4
$216K Sell
2021
Q3
$211K Sell
2021
Q2
$213K Buy
2020
Q3
Sell
2020
Q2
$214K Buy
2019
Q4
$251K Buy
2019
Q3
$255K Buy
2019
Q2
$248K Sell
2019
Q1
$319K Sell
2018
Q4
$283K Buy