Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$579K Buy
2020
Q1
Sell
2019
Q4
$204K Hold
2019
Q3
$259K Hold
2019
Q2
$242K Hold
2019
Q1
$226K Sell
2018
Q4
$410K Hold
2018
Q3
$380K Hold
2018
Q2
$398K Buy