Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Hold
2025
Q2
$249K Hold
2025
Q1
$259K Hold
2024
Q4
$237K Hold
2024
Q3
$247K Hold
2024
Q2
$219K Buy
2019
Q1
Sell
2018
Q4
$212K Hold
2018
Q3
$219K Hold
2018
Q2
$208K Sell
2018
Q1
$334K Sell
2017
Q4
$484K Hold
2017
Q3
$472K Sell
2017
Q2
$482K Sell
2017
Q1
$561K Hold
2016
Q4
$544K Hold
2016
Q3
$517K Sell
2016
Q2
$564K Sell
2016
Q1
$3.32M Buy