Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$207K Sell
2024
Q4
$248K Buy
2024
Q3
$254K Sell
2024
Q2
$233K Sell
2024
Q1
$279K Sell
2023
Q4
$288K Buy
2019
Q1
Sell
2018
Q4
$23K Buy
2018
Q1
$21K Hold
2017
Q4
$22K Buy