Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2020
Q1
Sell
2019
Q4
$115K Hold
2019
Q3
$121K Hold
2019
Q2
$121K Hold
2019
Q1
$126K Hold
2018
Q4
$113K Hold
2018
Q3
$110 Buy