Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$202K Buy
2020
Q1
Sell
2019
Q4
$178K Buy
2019
Q1
Sell
2018
Q4
$249K Hold
2018
Q3
$249K Buy
2018
Q2
$221K Buy
2018
Q1
$222K Buy
2017
Q4
$225K Buy