Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2020
Q3
Sell
2020
Q2
$1K Sell
2020
Q1
$55K Sell
2019
Q4
$160K Hold
2019
Q3
$161K Hold
2019
Q2
$158K Hold
2019
Q1
$182K Buy
2018
Q4
$145K Sell
2018
Q3
$204K Sell
2018
Q2
$193K Sell
2018
Q1
$193K Sell
2017
Q4
$225K Sell
2017
Q3
$261K Hold
2017
Q2
$206K Buy
2017
Q1
$214K Buy
2016
Q4
$135K Buy
2016
Q3
$64K Buy