Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$130K Hold
2025
Q2
$117K Buy
2023
Q3
Sell
2023
Q2
$4.5K Buy
2019
Q3
Sell
2019
Q2
$27K Hold
2019
Q1
$22K Hold
2018
Q4
$25K Sell
2018
Q3
$33K Buy
2018
Q2
$26K Hold
2018
Q1
$25K Hold
2017
Q4
$23K Hold
2017
Q3
$19K Hold
2017
Q2
$19K Hold
2017
Q1
$17K Sell
2016
Q4
$16K Buy
2016
Q3
$17K Hold
2016
Q2
$15K Buy