Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$330K Buy
2024
Q4
$252K Buy
2024
Q3
$242K Buy
2024
Q2
$256K Sell
2024
Q1
$786K Sell
2023
Q4
$842K Buy
2023
Q3
$342K Buy
2018
Q1
Hold
2017
Q4
Sell
2017
Q3
$143K Hold
2017
Q2
$134K Hold
2017
Q1
$147K Hold
2016
Q4
$190K Buy