Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$245K Buy
2024
Q4
Sell
2024
Q3
$231K Buy
2024
Q2
$229K Sell
2024
Q1
$271K Buy
2023
Q4
$233K Buy
2019
Q4
Sell
2019
Q3
$253K Hold
2019
Q2
$273K Hold
2019
Q1
$244K Sell
2018
Q4
$313K Hold
2018
Q3
$350K Hold
2018
Q2
$269K Hold
2018
Q1
$264K Sell
2017
Q4
$362K Buy
2017
Q3
$280K Hold
2017
Q2
$264K Hold
2017
Q1
$238K Hold
2016
Q4
$224K Buy