Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Buy
2025
Q2
$278K Buy
2025
Q1
$259K Buy
2024
Q4
$266K Buy
2024
Q3
$266K Hold
2024
Q2
$214K Buy
2024
Q1
$245K Buy
2022
Q1
Sell
2021
Q4
$201K Buy
2018
Q3
Sell
2018
Q2
$202K Buy
2016
Q3
Sell
2016
Q2
$125K Buy
2016
Q1
$117K Buy