Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
2021
Q1
Sell
2020
Q4
$222K Buy
2020
Q3
Sell
2020
Q2
$214K Buy
2019
Q4
Sell
2019
Q3
$226K Buy
2019
Q2
$214K Sell
2019
Q1
$230K Buy
2018
Q4
Sell
2018
Q3
$196K Sell
2018
Q2
$349K Sell
2018
Q1
$427K Buy
2017
Q4
$420K Buy