Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
2025
Q1
$320K Sell
2024
Q4
$437K Buy
2024
Q3
Sell
2024
Q2
$235K Buy
2023
Q2
Sell
2023
Q1
$215K Sell
2022
Q4
$333K Sell
2022
Q3
$398K Buy
2017
Q1
Sell
2016
Q4
$227K Buy
2016
Q3
Sell
2016
Q2
$284K Buy