Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
2025
Q1
$175K Buy
2024
Q4
$144K Sell
2024
Q3
$226K Sell
2024
Q2
$1.4M Buy
2024
Q1
$1.51M Buy
2021
Q4
Sell
2021
Q3
$122K Buy
2018
Q2
Sell
2018
Q1
$105K Hold
2017
Q4
$117K Hold
2017
Q3
$100K Hold
2017
Q2
$98K Hold
2017
Q1
$104K Buy