Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$539K Buy
2024
Q3
Sell
2024
Q2
$319K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2020
Q1
Hold
2019
Q4
Hold
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Hold
2018
Q1
Hold
2017
Q4
Hold
2017
Q2
Sell
2017
Q1
$216K Buy