Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
2025
Q1
$327K Buy
2023
Q1
Sell
2022
Q4
$440K Buy
2021
Q4
Sell
2021
Q3
$213K Buy
2017
Q1
Sell
2016
Q4
$244K Buy
2016
Q3
Sell
2016
Q2
$337K Buy
2015
Q2
Sell
2015
Q1
$276K Buy