Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2020
Q1
Sell
2019
Q4
$273K Hold
2019
Q3
$318K Sell
2019
Q2
$322K Hold
2019
Q1
$337K Hold
2018
Q4
$285K Sell
2018
Q3
$340K Hold
2018
Q2
$307K Hold
2018
Q1
$300K Buy