Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$301K Buy
2025
Q1
$236K Buy
2019
Q1
Sell
2018
Q4
$244K Buy
2018
Q3
Sell
2018
Q2
$8K Buy
2018
Q1
$6K Sell
2017
Q4
$8K Buy