Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2025
Q1
$246K Hold
2024
Q4
$242K Sell
2024
Q3
$267K Buy
2024
Q2
Sell
2024
Q1
$159K Buy
2023
Q4
$137K Buy
2023
Q2
Sell
2023
Q1
$128K Sell
2022
Q4
$121K Sell
2022
Q3
$126K Buy
2022
Q2
$123K Buy
2019
Q2
Sell
2019
Q1
$172K Buy
2018
Q4
$146K Sell
2018
Q3
$186K Sell
2018
Q2
$265K Sell
2018
Q1
$275K Sell
2017
Q4
$312K Buy