Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Hold
2025
Q1
$311K Buy
2024
Q4
$271K Buy
2024
Q3
$263K Hold
2024
Q2
$205K Buy
2018
Q2
Sell
2018
Q1
$563K Buy
2017
Q4
$557K Sell
2017
Q3
$528K Sell
2017
Q2
$855K Buy
2017
Q1
$945K Buy