Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
2025
Q1
$394K Buy
2024
Q4
$292K Buy
2021
Q4
Sell
2021
Q3
$367K Buy
2021
Q2
$333K Buy
2021
Q1
$289K Sell
2020
Q4
$299K Buy
2018
Q4
Sell
2018
Q3
$387K Hold
2018
Q2
$361K Hold
2018
Q1
$403K Hold
2017
Q4
$432K Hold
2017
Q3
$385K Hold
2017
Q2
$382K Hold
2017
Q1
$351K Buy