Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$202K Buy
2024
Q3
Sell
2024
Q2
$560K Buy
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Sell
2018
Q1
$207K Buy
2017
Q4
Sell
2017
Q3
$196K Buy