Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$335K Buy
2024
Q3
Sell
2024
Q2
$202K Buy
2024
Q1
Sell
2023
Q4
$221K Sell
2023
Q3
$381K Buy
2017
Q3
Sell
2017
Q2
$276K Buy
2017
Q1
$271K Buy