Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$265K Buy
2023
Q3
Sell
2023
Q2
$225K Buy
2020
Q1
Sell
2019
Q4
$301K Buy
2019
Q3
Sell
2019
Q2
$533K Buy
2017
Q3
Sell
2017
Q2
$457K Buy