Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
2025
Q1
$214K Buy
2021
Q1
Sell
2020
Q4
$1K Buy
2017
Q1
Sell
2016
Q4
$71K Hold
2016
Q3
$70K Hold
2016
Q2
$68K Buy