Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Hold
2025
Q2
$362K Buy
2020
Q2
Sell
2020
Q1
$96K Sell
2019
Q4
$448K Sell
2019
Q3
$371K Hold
2019
Q2
$340K Hold
2019
Q1
$355K Hold
2018
Q4
$270K Hold
2018
Q3
$466K Hold
2018
Q2
$501K Hold
2018
Q1
$580K Hold
2017
Q4
$638K Hold
2017
Q3
$588K Hold
2017
Q2
$579K Buy