Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24K Hold
2025
Q2
$20K Sell
2025
Q1
$21K Hold
2024
Q4
$16K Hold
2024
Q3
$19K Buy
2018
Q3
Sell
2018
Q2
$4K Sell
2018
Q1
$1.06M Buy
2017
Q4
$1.15M Buy
2017
Q1
Sell
2016
Q4
$12K Buy