Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$239K Buy
2019
Q2
Sell
2019
Q1
$123K Hold
2018
Q4
$126K Hold
2018
Q3
$134K Hold
2018
Q2
$119K Hold
2018
Q1
$110K Sell
2017
Q4
$141K Buy
2017
Q3
$119K Sell
2017
Q2
$125K Buy
2017
Q1
$96K Sell
2016
Q4
$85K Buy