Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Hold
2025
Q2
$251K Buy
2025
Q1
Sell
2024
Q4
$259K Buy
2024
Q3
$212K Hold
2024
Q2
$201K Hold
2024
Q1
$240K Buy
2020
Q1
Sell
2019
Q4
$1.93M Sell
2019
Q3
$1.79M Sell
2019
Q2
$1.49M Buy
2019
Q1
$419K Buy
2018
Q4
$288K Hold
2018
Q3
$385K Sell
2018
Q2
$343K Hold
2018
Q1
$312K Sell
2017
Q4
$359K Sell
2017
Q3
$279K Buy
2017
Q2
$230K Sell
2017
Q1
$252K Buy
2016
Q4
$277K Buy