Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$314K Buy
2021
Q3
Sell
2021
Q2
$721K Hold
2021
Q1
$786K Buy
2020
Q1
Sell
2019
Q4
$707K Hold
2019
Q3
$615K Hold
2019
Q2
$545K Hold
2019
Q1
$439K Hold
2018
Q4
$502K Hold
2018
Q3
$631K Hold
2018
Q2
$533K Buy