Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$544K Buy
2024
Q4
$473K Buy
2024
Q3
$469K Buy
2024
Q2
$338K Buy
2024
Q1
$271K Buy
2023
Q4
$243K Buy
2023
Q3
$216K Buy
2020
Q1
Sell
2019
Q4
$15K Buy
2019
Q3
Sell
2019
Q2
$1.53K Buy
2017
Q4
Sell
2017
Q3
$39K Hold
2017
Q2
$38K Hold
2017
Q1
$35K Buy