Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$307K Buy
2024
Q3
Sell
2024
Q2
$229K Sell
2024
Q1
$268K Hold
2023
Q4
$240K Buy
2023
Q3
$231K Hold
2023
Q2
$231K Sell
2023
Q1
$266K Buy
2022
Q4
$234K Buy
2018
Q2
Sell
2018
Q1
$23K Buy
2017
Q4
$20K Buy