Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
2025
Q1
$288K Sell
2024
Q4
$347K Buy
2024
Q3
$249K Sell
2024
Q2
$251K Buy
2024
Q1
$221K Buy
2019
Q2
Sell
2019
Q1
$205K Sell
2018
Q4
$214K Buy
2018
Q2
Sell
2018
Q1
$238K Buy
2017
Q4
$231K Buy