Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Buy
2018
Q4
Sell
2018
Q3
$149K Buy
2018
Q2
Sell
2018
Q1
$40K Sell
2017
Q4
$42K Sell
2017
Q3
$64K Buy