Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$232K Buy
2018
Q3
Sell
2018
Q2
$5K Sell
2018
Q1
$9K Buy
2017
Q4
$7K Hold
2017
Q3
$7K Hold
2017
Q2
$7K Buy
2017
Q1
$5K Buy
2016
Q1
Sell
2015
Q4
$3K Sell
2015
Q3
$6K Sell
2015
Q2
$32K Buy
2015
Q1
$27K Buy