Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Buy
2021
Q1
Sell
2020
Q4
$268K Hold
2020
Q3
$205K Sell
2020
Q2
$329K Sell
2020
Q1
$317K Sell
2019
Q4
$438K Sell
2019
Q3
$365K Hold
2019
Q2
$365K Sell
2019
Q1
$373K Hold
2018
Q4
$302K Buy
2018
Q3
$258K Sell
2018
Q2
$337K Hold
2018
Q1
$337K Hold
2017
Q4
$279K Buy