Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Hold
2025
Q2
$292K Buy
2025
Q1
$247K Buy
2020
Q1
Sell
2019
Q4
$386K Sell
2019
Q3
$389K Hold
2019
Q2
$403K Hold
2019
Q1
$434K Hold
2018
Q4
$448K Hold
2018
Q3
$552K Hold
2018
Q2
$477K Hold
2018
Q1
$400K Hold
2017
Q4
$363K Hold
2017
Q3
$334K Hold
2017
Q2
$352K Buy