Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
2025
Q1
$290K Hold
2024
Q4
$270K Buy
2024
Q3
$280K Hold
2024
Q2
$223K Hold
2024
Q1
$215K Hold
2023
Q4
$206K Buy
2021
Q2
Sell
2021
Q1
$333K Hold
2020
Q4
$289K Hold
2020
Q3
$236K Hold
2020
Q2
$234K Hold
2020
Q1
$223K Buy
2019
Q4
$315K Buy
2019
Q1
Sell
2018
Q4
$18K Hold
2018
Q3
$19K Hold
2018
Q2
$17K Buy