Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Hold
2025
Q1
$234K Hold
2024
Q4
$202K Buy
2023
Q3
Sell
2023
Q2
$226K Buy
2020
Q1
Sell
2019
Q4
$229K Hold
2019
Q3
$225K Hold
2019
Q2
$245K Sell
2019
Q1
$238K Sell
2018
Q4
$241K Sell
2018
Q3
$258K Sell
2018
Q2
$277K Sell
2018
Q1
$280K Buy