Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$199K Buy
2024
Q4
Sell
2024
Q3
$170K Buy
2024
Q1
Sell
2023
Q4
$288K Sell
2023
Q3
$531K Buy
2019
Q1
Sell
2018
Q4
$58K Buy
2018
Q2
Sell
2018
Q1
$112K Buy
2016
Q3
Sell
2016
Q2
$96K Buy