Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$148K Buy
2023
Q1
Sell
2022
Q4
$145K Buy
2021
Q1
Sell
2020
Q4
$212K Buy
2019
Q4
Sell
2019
Q3
$205K Buy
2019
Q1
Sell
2018
Q4
$60K Buy
2018
Q2
Sell
2018
Q1
$97K Buy
2016
Q2
Sell
2016
Q1
$431K Buy