Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$377K Sell
2024
Q4
$553K Buy
2024
Q2
Sell
2024
Q1
$248K Buy
2023
Q4
$244K Buy
2021
Q2
Sell
2021
Q1
$235K Buy
2020
Q4
Sell
2020
Q3
$208K Buy
2018
Q4
Sell
2018
Q3
$395K Buy
2018
Q1
Sell
2017
Q4
$328K Buy
2016
Q2
Sell
2016
Q1
$508K Buy
2015
Q4
$216K Buy