Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Buy
2020
Q1
Sell
2019
Q4
$248K Buy
2019
Q3
$269K Hold
2019
Q2
$255 Buy
2019
Q1
$260 Buy
2018
Q4
$210 Buy
2018
Q1
$303K Buy
2017
Q4
$257K Buy
2017
Q2
$296K Buy