Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$63.2K Buy
2024
Q4
Sell
2024
Q3
$38.1K Buy
2022
Q4
Hold
2022
Q3
Hold
2020
Q1
Sell
2019
Q4
$148K Buy
2019
Q3
Hold
2019
Q2
Sell
2019
Q1
$223K Buy
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Sell
2018
Q1
$122K Buy
2017
Q4
Sell
2017
Q3
$248K Buy