Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
2025
Q1
$313K Buy
2024
Q4
$221K Sell
2024
Q3
$228K Buy
2024
Q2
$238K Buy
2024
Q1
$240K Buy
2019
Q2
Sell
2019
Q1
$208K Buy
2018
Q4
Sell
2018
Q3
$266K Sell
2018
Q2
$262K Sell
2018
Q1
$235K Buy
2017
Q4
$203K Buy
2017
Q1
Sell
2016
Q4
$239K Buy