Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Buy
2025
Q2
Sell
2025
Q1
$276K Hold
2024
Q4
$337K Buy
2024
Q3
$370K Hold
2024
Q2
$384K Hold
2024
Q1
$451K Hold
2023
Q4
$402K Hold
2023
Q3
$403K Hold
2023
Q2
$419K Hold
2023
Q1
$339K Buy
2017
Q1
Sell
2016
Q4
$5K Sell
2016
Q3
$29K Hold
2016
Q2
$23K Hold
2016
Q1
$29K Buy