Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Buy
2025
Q2
$205K Buy
2025
Q1
Sell
2024
Q4
$235K Buy
2024
Q3
$217K Buy
2020
Q1
Sell
2019
Q4
$243K Sell
2019
Q3
$267K Sell
2019
Q2
$302K Sell
2019
Q1
$306K Sell
2018
Q4
$349K Hold
2018
Q3
$349K Buy
2018
Q2
$322K Buy
2018
Q1
$221K Buy
2017
Q4
$224K Buy