Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Buy
2025
Q2
Sell
2025
Q1
$209K Buy
2024
Q4
Sell
2024
Q3
$241K Buy
2020
Q1
Sell
2019
Q4
$237K Sell
2019
Q3
$201K Sell
2019
Q2
$228K Sell
2019
Q1
$202K Buy
2018
Q4
$76K Buy
2018
Q1
$4K Hold
2017
Q4
$3K Buy