Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$214K Sell
2024
Q4
$371K Buy
2024
Q3
$405K Buy
2024
Q2
$345K Buy
2024
Q1
$381K Buy
2017
Q2
Sell
2017
Q1
$224K Sell
2016
Q4
$614K Sell
2016
Q3
$955K Sell
2016
Q2
$929K Buy
2016
Q1
$789K Buy
2015
Q4
$468K Buy
2015
Q3
$240K Buy