Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1K Buy
2024
Q4
Sell
2024
Q3
$1K Buy
2019
Q4
Sell
2019
Q3
$549K Hold
2019
Q2
$694K Hold
2019
Q1
$755K Hold
2018
Q4
$513K Hold
2018
Q3
$819K Buy