Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Hold
2025
Q2
$162K Sell
2025
Q1
$170K Buy
2024
Q4
$166K Hold
2024
Q3
$170K Buy
2018
Q3
Sell
2018
Q2
$319K Hold
2018
Q1
$367K Hold
2017
Q4
$408K Hold
2017
Q3
$350K Hold
2017
Q2
$341K Buy