Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Hold
2025
Q2
$273K Buy
2025
Q1
$258K Sell
2024
Q4
$232K Buy
2024
Q3
$216K Buy
2024
Q2
$213K Buy
2019
Q4
Sell
2019
Q3
$243K Buy
2018
Q4
Sell
2018
Q3
$275K Buy
2018
Q1
Sell
2017
Q4
$252K Buy
2017
Q3
$215K Buy
2016
Q3
Sell
2016
Q2
$200K Buy