Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
2025
Q1
$270K Buy
2024
Q4
$257K Buy
2024
Q3
$248K Buy
2024
Q2
$208K Buy
2024
Q1
$228K Buy
2017
Q3
Sell
2017
Q2
$389K Buy
2017
Q1
$369K Sell
2016
Q4
$416K Buy
2016
Q3
$262K Hold
2016
Q2
$236K Hold
2016
Q1
$238K Buy