Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$184K Sell
2024
Q4
$367K Buy
2024
Q2
Sell
2024
Q1
$224K Buy
2023
Q3
Sell
2023
Q2
$380K Sell
2023
Q1
$590K Buy
2016
Q4
Sell
2016
Q3
$248K Sell
2016
Q2
$232K Buy