Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
2025
Q1
$286K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q2
Sell
2022
Q1
$341K Buy
2020
Q1
Hold
2019
Q4
Sell
2019
Q3
$242K Buy
2019
Q2
Hold
2018
Q3
Hold
2018
Q2
Hold
2018
Q1
Hold
2017
Q1
Sell
2016
Q4
$221K Buy