Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$209K Sell
2024
Q3
$278K Buy
2024
Q2
$236K Buy
2024
Q1
$294K Sell
2023
Q4
$602K Buy
2019
Q3
Sell
2019
Q2
$237K Buy
2018
Q2
Sell
2018
Q1
$224K Buy
2016
Q2
Sell
2016
Q1
$220K Buy
2015
Q4
$210K Buy