Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Hold
2025
Q2
$403K Buy
2020
Q4
Sell
2020
Q3
$219K Hold
2020
Q2
$213K Sell
2020
Q1
$241K Buy
2019
Q2
Sell
2019
Q1
$208K Buy
2018
Q4
Sell
2018
Q3
$211K Buy
2018
Q2
Sell
2018
Q1
$220K Buy
2017
Q4
$235K Hold
2017
Q3
$210K Hold
2017
Q2
$208K Buy