Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71K Sell
2025
Q1
$285K Buy
2024
Q4
$112K Buy
2019
Q4
Sell
2019
Q3
$222K Buy
2018
Q2
Sell
2018
Q1
$230K Sell
2017
Q4
$296K Buy
2017
Q2
Sell
2017
Q1
$381K Buy
2016
Q2
Sell
2016
Q1
$510K Buy
2015
Q2
Sell
2015
Q1
$343K Buy