Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
2025
Q1
$490K Buy
2024
Q4
$528K Buy
2024
Q3
$445K Buy
2024
Q2
$402K Buy
2024
Q1
$274K Buy
2023
Q4
$213K Buy
2020
Q2
Sell
2020
Q1
$378K Buy
2019
Q3
Sell
2019
Q2
$45K Hold
2019
Q1
$43K Sell
2018
Q4
$47K Sell
2018
Q3
$59K Sell
2018
Q2
$62K Buy
2018
Q1
$58K Buy
2017
Q4
$53K Buy