Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2020
Q1
Sell
2019
Q4
$418K Sell
2019
Q3
$406K Buy
2019
Q2
$367K Buy
2019
Q1
$285K Buy
2018
Q4
$302K Buy
2018
Q3
$344K Sell
2018
Q2
$312K Buy
2018
Q1
$257K Buy
2017
Q4
$230K Buy