Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Hold
2025
Q2
$360K Hold
2025
Q1
$442K Hold
2024
Q4
$487K Hold
2024
Q3
$489K Hold
2024
Q2
$409K Hold
2024
Q1
$459K Hold
2023
Q4
$428K Hold
2023
Q3
$393K Buy
2018
Q2
Sell
2018
Q1
$446K Sell
2017
Q4
$509K Buy