Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$264K Buy
2025
Q1
$252K Buy
2020
Q2
Sell
2020
Q1
$251K Sell
2019
Q4
$341K Buy
2019
Q1
Sell
2018
Q4
$8K Buy
2018
Q1
$4K Hold
2017
Q4
$4K Buy