Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Buy
2024
Q2
Sell
2024
Q1
$454K Buy
2023
Q3
Sell
2023
Q2
$427K Buy
2023
Q1
$295K Buy
2022
Q2
Sell
2022
Q1
$368K Buy
2021
Q3
Sell
2021
Q2
$380K Buy
2018
Q1
Sell
2017
Q4
$493K Buy
2015
Q3
Hold
2015
Q2
Hold