Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
2025
Q1
$259K Sell
2024
Q4
$224K Buy
2024
Q3
$273K Buy
2024
Q2
$260K Hold
2024
Q1
$286K Hold
2023
Q4
$236K Sell
2023
Q3
$268K Buy
2023
Q2
$236K Buy
2023
Q1
$214K Sell
2022
Q4
$280K Buy
2022
Q3
$203K Buy
2018
Q1
Sell
2017
Q4
$250K Hold
2017
Q3
$230K Buy