Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
2025
Q1
$287K Sell
2024
Q4
$346K Buy
2024
Q3
$345K Buy
2024
Q2
$281K Buy
2024
Q1
$259K Buy
2019
Q3
Sell
2019
Q2
$109K Sell
2019
Q1
$117K Sell
2018
Q4
$104K Sell
2018
Q3
$129K Sell
2018
Q2
$110K Buy
2018
Q1
$92K Buy
2017
Q4
$79K Buy