Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
2025
Q1
$207K Buy
2021
Q3
Sell
2021
Q2
$349K Sell
2021
Q1
$383K Buy
2020
Q4
$271K Buy
2020
Q2
Sell
2020
Q1
$241K Buy
2019
Q4
$235K Buy
2019
Q3
$206K Sell
2019
Q2
$359K Buy
2019
Q1
$350K Buy
2015
Q3
Sell
2015
Q2
$210K Buy