Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$128K Buy
2023
Q3
Sell
2023
Q2
$282K Buy
2023
Q1
$328K Buy
2022
Q4
$370K Buy
2019
Q1
Sell
2018
Q4
$30K Buy
2018
Q1
$6K Sell
2017
Q4
$6K Buy