Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
2025
Q1
$363K Sell
2024
Q4
$387K Buy
2024
Q3
$381K Buy
2024
Q2
$259K Buy
2019
Q3
Sell
2019
Q2
$87K Sell
2019
Q1
$138K Sell
2018
Q4
$129K Buy
2018
Q3
$142K Sell
2018
Q2
$130K Buy
2018
Q1
$55K Hold
2017
Q4
$59K Buy