Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$220K Buy
2021
Q1
Sell
2020
Q4
$466K Hold
2020
Q3
$383K Sell
2020
Q2
$1.76M Hold
2020
Q1
$1.42M Buy
2019
Q4
$1.43M Hold
2019
Q3
$1.31M Hold
2019
Q2
$1.3M Buy
2019
Q1
Sell
2018
Q4
$3.23M Sell
2018
Q3
$3.87M Buy
2018
Q2
$2.67M Buy
2018
Q1
$850K Buy