Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2025
Q1
Sell
2024
Q4
$224K Buy
2024
Q2
Sell
2024
Q1
$201K Sell
2023
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$212K Sell
2021
Q3
$214K Sell
2021
Q2
$212K Buy
2019
Q3
Sell
2019
Q2
$226K Sell
2019
Q1
$236K Buy
2018
Q4
Sell
2018
Q3
$225K Buy