Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
2020
Q4
Hold
2020
Q3
Hold
2020
Q1
Sell
2019
Q4
$356K Buy
2018
Q4
Sell
2018
Q3
$202K Buy
2018
Q2
Hold
2018
Q1
Hold