Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$240K Sell
2024
Q3
$659K Buy
2024
Q2
Sell
2024
Q1
$222K Buy
2020
Q1
Sell
2019
Q4
$322K Buy
2018
Q1
Sell
2017
Q4
$350K Buy
2015
Q4
Hold
2015
Q3
Hold