Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
2025
Q1
$221K Buy
2024
Q4
$202K Sell
2024
Q3
$199K Buy
2024
Q2
$175K Sell
2024
Q1
$185K Buy
2023
Q4
$184K Buy
2017
Q1
Sell
2016
Q4
$223K Buy