Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
2025
Q1
$333K Hold
2024
Q4
$338K Sell
2024
Q3
$510K Buy
2024
Q2
$385K Hold
2024
Q1
$370K Buy
2023
Q4
$435K Buy
2023
Q3
$313K Buy
2023
Q2
$327K Buy
2023
Q1
$228K Buy
2022
Q4
$317K Buy
2018
Q3
Sell
2018
Q2
$254K Hold
2018
Q1
$234K Sell
2017
Q4
$296K Hold
2017
Q3
$248K Sell
2017
Q2
$248K Hold
2017
Q1
$236K Buy