Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$552K Sell
2025
Q2
$427K Buy
2025
Q1
$341K Sell
2024
Q4
$476K Hold
2024
Q3
$380K Buy
2017
Q1
Sell
2016
Q4
$446K Buy
2016
Q3
$405K Buy
2016
Q2
$389K Sell
2016
Q1
$457K Buy