Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$293K Buy
2024
Q4
$378K Buy
2021
Q4
Sell
2021
Q3
$223K Buy
2021
Q2
$248K Buy
2018
Q4
Sell
2018
Q3
$9K Buy
2018
Q1
Sell
2017
Q4
$23K Buy
2017
Q3
$7K Buy