Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Buy
2019
Q2
Sell
2019
Q1
$140K Sell
2018
Q4
$153K Buy
2018
Q3
$126K Sell
2018
Q2
$248K Sell
2018
Q1
$255K Buy
2017
Q4
$88K Buy