Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$238K Hold
2024
Q4
$220K Sell
2024
Q3
$246K Hold
2024
Q2
$229K Hold
2024
Q1
$222K Buy
2017
Q2
Sell
2017
Q1
$2K Hold
2016
Q4
$2K Hold
2016
Q3
$2K Hold
2016
Q2
$2K Hold
2016
Q1
$2K Buy