Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$902K Buy
2018
Q4
Sell
2018
Q3
$2K Buy
2018
Q2
Sell
2018
Q1
$2K Hold
2017
Q4
$2K Hold
2017
Q3
$2K Sell
2017
Q2
$30K Buy
2017
Q1
$14K Hold
2016
Q4
$14K Sell
2016
Q3
$16K Buy