Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Buy
2025
Q2
$402K Hold
2025
Q1
$280K Hold
2024
Q4
$267K Sell
2024
Q3
$228K Buy
2024
Q2
$216K Buy
2019
Q2
Sell
2019
Q1
$450K Hold
2018
Q4
$427K Sell
2018
Q3
$424K Sell
2018
Q2
$525K Hold
2018
Q1
$396K Sell
2017
Q4
$263K Sell
2017
Q3
$211K Hold
2017
Q2
$211K Hold
2017
Q1
$208K Buy