Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
2025
Q1
$466K Buy
2024
Q4
$408K Buy
2024
Q3
$328K Buy
2024
Q2
$225K Buy
2019
Q3
Sell
2019
Q2
$62K Hold
2019
Q1
$57K Hold
2018
Q4
$52K Hold
2018
Q3
$53K Hold
2018
Q2
$49K Buy
2018
Q1
$50K Hold
2017
Q4
$50K Buy