Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2020
Q2
Sell
2020
Q1
$159K Buy
2019
Q3
Sell
2019
Q2
$161K Buy
2018
Q1
Sell
2017
Q4
$182K Sell
2017
Q3
$360K Hold
2017
Q2
$354K Hold
2017
Q1
$361K Hold
2016
Q4
$341K Hold
2016
Q3
$315K Hold
2016
Q2
$375K Buy