Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$222K Sell
2024
Q4
$252K Buy
2024
Q3
$231K Buy
2024
Q2
$236K Sell
2024
Q1
$287K Hold
2023
Q4
$226K Buy
2021
Q4
Sell
2021
Q3
$268K Buy
2021
Q2
$213K Hold
2021
Q1
$222K Buy
2017
Q2
Sell
2017
Q1
$485K Sell
2016
Q4
$615K Sell
2016
Q3
$609K Buy
2016
Q2
$402K Sell
2016
Q1
$442K Sell
2015
Q4
$470K Sell
2015
Q3
$595K Buy