Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
2025
Q1
$264K Sell
2024
Q4
$409K Buy
2024
Q3
$341K Buy
2024
Q2
$335K Buy
2024
Q1
$266K Buy
2019
Q1
Hold
2018
Q4
Sell
2018
Q3
$1K Sell
2018
Q2
$10K Buy
2018
Q1
$8K Buy
2017
Q4
$6K Buy