Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$205K Hold
2025
Q1
$207K Sell
2024
Q4
$245K Buy
2020
Q1
Sell
2019
Q4
$266K Hold
2019
Q3
$260K Sell
2019
Q2
$442K Hold
2019
Q1
$410K Sell
2018
Q4
$592K Hold
2018
Q3
$697K Hold
2018
Q2
$714K Hold
2018
Q1
$613K Hold
2017
Q4
$757K Buy