Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$33K Sell
2024
Q4
$29K Buy
2019
Q2
Sell
2019
Q1
$462K Buy
2018
Q4
Sell
2018
Q3
$182K Buy
2018
Q2
Sell
2018
Q1
$481K Buy
2017
Q1
Sell
2016
Q4
$2K Sell
2016
Q3
$4K Hold
2016
Q2
$4K Sell
2016
Q1
$30K Sell
2015
Q4
$42K Buy