Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Hold
2025
Q2
$345K Sell
2025
Q1
$335K Buy
2019
Q3
Sell
2019
Q2
$205K Buy
2019
Q1
$202K Buy
2018
Q4
Sell
2018
Q3
$201K Sell
2018
Q2
$204K Sell
2018
Q1
$302K Buy
2017
Q4
$278K Sell
2017
Q3
$291K Buy
2017
Q2
$275K Buy