Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$22K Hold
2025
Q1
$20.5K Hold
2024
Q4
$19.8K Sell
2024
Q3
$29.2K Buy
2019
Q3
Sell
2019
Q2
$303K Hold
2019
Q1
$321K Hold
2018
Q4
$285K Hold
2018
Q3
$349K Hold
2018
Q2
$344K Hold
2018
Q1
$336K Hold
2017
Q4
$350K Buy