Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Hold
2025
Q2
$294K Hold
2025
Q1
$264K Hold
2024
Q4
$286K Hold
2024
Q3
$372K Hold
2024
Q2
$368K Hold
2024
Q1
$421K Buy
2020
Q2
Sell
2020
Q1
$253K Hold
2019
Q4
$387K Buy
2018
Q1
Sell
2017
Q4
$265K Hold
2017
Q3
$252K Sell
2017
Q2
$337K Buy