Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$568K Buy
2024
Q2
Sell
2024
Q1
$313K Sell
2023
Q4
$399K Buy
2023
Q3
$243K Buy
2020
Q1
Sell
2019
Q4
$225K Buy
2019
Q2
Sell
2019
Q1
$254K Sell
2018
Q4
$221K Buy
2016
Q4
Sell
2016
Q3
$308K Buy