Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$256K Sell
2024
Q3
$316K Buy
2024
Q2
$278K Buy
2019
Q2
Sell
2019
Q1
$101K Buy
2018
Q4
$85K Buy
2018
Q3
$35K Hold
2018
Q2
$33K Hold
2018
Q1
$29K Hold
2017
Q4
$30K Buy
2017
Q3
$22K Buy
2017
Q2
$5K Hold
2017
Q1
$5K Sell
2016
Q4
$13K Buy