Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
2024
Q4
Sell
2024
Q3
$206K Buy
2024
Q2
$209K Buy
2019
Q1
Sell
2018
Q4
$127K Hold
2018
Q3
$144K Hold
2018
Q2
$146K Hold
2018
Q1
$155K Hold
2017
Q4
$149K Hold
2017
Q3
$151K Hold
2017
Q2
$130K Hold
2017
Q1
$135K Buy