Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$230K Buy
2024
Q4
$315K Buy
2020
Q1
Sell
2019
Q4
$25K Buy
2018
Q2
Sell
2018
Q1
$69K Sell
2017
Q4
$125K Sell
2017
Q3
$83K Buy
2017
Q2
$60K Buy