Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Buy
2023
Q2
Sell
2023
Q1
$347K Buy
2017
Q1
Sell
2016
Q4
$151K Hold
2016
Q3
$167K Hold
2016
Q2
$127K Buy