Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$436K Buy
2019
Q2
Sell
2019
Q1
$69K Hold
2018
Q4
$58K Hold
2018
Q3
$63K Sell
2018
Q2
$74K Hold
2018
Q1
$60K Hold
2017
Q4
$59K Buy