Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$192K Hold
2025
Q1
$189K Buy
2024
Q4
$213K Buy
2022
Q1
Sell
2021
Q4
$849K Buy
2021
Q3
$618K Buy
2019
Q3
Sell
2019
Q2
$299K Sell
2019
Q1
$439K Sell
2018
Q4
$957K Buy
2018
Q3
$581K Buy
2016
Q1
Sell
2015
Q4
$413K Buy
2015
Q3
$278K Sell
2015
Q2
$468K Buy