Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$313K Sell
2024
Q4
$512K Buy
2019
Q1
Sell
2018
Q4
$287K Buy
2018
Q3
Sell
2018
Q2
$312K Buy
2018
Q1
Sell
2017
Q4
$273K Buy
2017
Q3
Sell
2017
Q2
$214K Buy