Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Buy
2025
Q2
$466K Buy
2019
Q3
Hold
2019
Q2
Sell
2019
Q1
$146K Sell
2018
Q4
$170K Sell
2018
Q3
$185K Buy
2018
Q2
$185K Sell
2018
Q1
$952K Buy
2017
Q4
$476K Buy