Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$207K Buy
2024
Q2
Sell
2024
Q1
$142K Buy
2022
Q2
Sell
2022
Q1
$232K Buy
2019
Q1
Sell
2018
Q4
$231K Buy
2018
Q2
Sell
2018
Q1
$406K Buy
2017
Q4
$207K Sell
2017
Q3
$979K Buy
2017
Q2
$608K Buy
2017
Q1
$530K Buy
2016
Q3
Sell
2016
Q2
$389K Buy
2016
Q1
$329K Sell
2015
Q4
$372K Buy