Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$760K Buy
2024
Q4
$923K Buy
2024
Q3
$397K Buy
2024
Q2
$393K Buy
2019
Q2
Sell
2019
Q1
$1K Buy
2018
Q4
Sell
2018
Q3
$118K Hold
2018
Q2
$103K Hold
2018
Q1
$89K Hold
2017
Q4
$99K Hold
2017
Q3
$94K Hold
2017
Q2
$74K Hold
2017
Q1
$78K Hold
2016
Q4
$67K Buy