Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$233K Sell
2024
Q3
$259K Buy
2022
Q2
$812K Buy
2019
Q2
Sell
2019
Q1
$277K Buy
2018
Q4
$293K Buy
2018
Q3
$295K Buy
2017
Q4
Sell
2017
Q3
$809K Sell
2017
Q2
$748K Hold
2017
Q1
$748K Buy