Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2025
Q1
$395K Buy
2024
Q4
$339K Sell
2024
Q3
$591K Buy
2024
Q2
$231K Buy
2017
Q3
Sell
2017
Q2
$425K Buy
2016
Q1
Sell
2015
Q4
$255K Buy