Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
2025
Q1
$218K Hold
2024
Q4
$255K Buy
2020
Q1
Sell
2019
Q4
$3K Buy
2019
Q3
$0 Buy
2018
Q1
Hold
2017
Q4
Hold
2017
Q3
Hold
2017
Q2
Hold