Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
2025
Q1
$519K Buy
2024
Q4
$428K Buy
2020
Q1
Sell
2019
Q4
$432K Sell
2019
Q3
$439K Hold
2019
Q2
$386K Buy
2019
Q1
$323K Sell
2018
Q4
$401K Buy