Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2020
Q4
Sell
2020
Q3
$351K Hold
2020
Q2
$280K Hold
2020
Q1
$221K Buy
2019
Q4
$320K Hold
2019
Q3
$312K Hold
2019
Q2
$283K Hold
2019
Q1
$232K Hold
2018
Q4
$204K Hold
2018
Q3
$207K Hold
2018
Q2
$249K Hold
2018
Q1
$235K Hold
2017
Q4
$294K Buy