Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$222K Buy
2018
Q3
$89K Hold
2018
Q2
$52K Sell
2018
Q1
$118K Buy
2017
Q4
$52K Buy
2017
Q3
$10K Buy