Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.78K Buy
2020
Q4
Sell
2020
Q3
$413K Buy
2020
Q2
$289K Hold
2020
Q1
$248K Hold
2019
Q4
$312K Hold
2019
Q3
$290K Hold
2019
Q2
$289K Hold
2019
Q1
$256K Hold
2018
Q4
$218K Hold
2018
Q3
$231K Hold
2018
Q2
$206K Hold
2018
Q1
$210K Hold
2017
Q4
$201K Hold
2017
Q3
$219K Buy