Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$228K Sell
2024
Q3
$259K Sell
2024
Q2
$262K Sell
2024
Q1
$290K Buy
2023
Q4
$232K Hold
2023
Q3
$220K Hold
2023
Q2
$243K Hold
2023
Q1
$258K Hold
2022
Q4
$273K Hold
2022
Q3
$278K Hold
2022
Q2
$229K Hold
2022
Q1
$243K Hold
2021
Q4
$203K Buy
2017
Q2
Sell
2017
Q1
$4.01M Buy
2016
Q4
$4.34M Buy