Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold
2019
Q1
Sell
2018
Q4
$225K Buy
2018
Q3
Hold
2018
Q2
Sell
2018
Q1
$377K Buy
2017
Q4
Hold