Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Buy
2025
Q2
$214K Buy
2023
Q3
Sell
2023
Q2
$203K Sell
2023
Q1
$226K Buy
2022
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$208K Buy
2022
Q1
$270K Buy
2021
Q4
$302K Buy
2021
Q3
$259K Buy
2021
Q2
$248K Hold
2021
Q1
$214K Buy
2020
Q4
$227K Buy
2016
Q4
Sell
2016
Q3
$473K Sell
2016
Q2
$508K Buy
2016
Q1
$559K Buy