Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3K Buy
2018
Q1
Sell
2017
Q4
$76K Hold
2017
Q3
$81K Hold
2017
Q2
$75K Hold
2017
Q1
$72K Hold
2016
Q4
$64K Sell
2016
Q3
$89K Buy
2016
Q2
$61K Hold
2016
Q1
$60K Hold
2015
Q4
$65K Buy