Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$284K Buy
2019
Q2
Sell
2019
Q1
$51K Hold
2018
Q4
$46K Hold
2018
Q3
$48K Sell
2018
Q2
$48K Hold
2018
Q1
$43K Sell
2017
Q4
$60K Buy