Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Hold
2025
Q2
$230K Buy
2022
Q1
Sell
2021
Q4
$230K Sell
2021
Q3
$261K Buy
2021
Q2
$242K Sell
2021
Q1
$255K Buy
2020
Q4
$204K Buy
2018
Q1
Sell
2017
Q4
$689K Buy
2017
Q2
Sell
2017
Q1
$217K Buy