Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Buy
2024
Q4
$249K Sell
2024
Q3
$353K Buy
2024
Q1
Sell
2023
Q4
$227K Buy
2021
Q2
Sell
2021
Q1
$223K Buy
2020
Q1
Sell
2019
Q4
$309K Sell
2019
Q3
$244K Buy
2016
Q3
Sell
2016
Q2
$54K Buy
2016
Q1
Sell
2015
Q4
$232K Buy