Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Buy
2025
Q2
$346K Buy
2022
Q3
Sell
2022
Q2
$303K Hold
2022
Q1
$348K Buy
2021
Q4
$322K Buy
2021
Q3
$247K Sell
2021
Q2
$340K Buy
2021
Q1
$278K Buy
2020
Q4
$248K Buy
2020
Q3
$225K Sell
2020
Q2
$759K Buy
2018
Q1
Sell
2017
Q4
$202K Buy
2013
Q4
Sell
2013
Q3
$227K Hold
2013
Q2
$208K Buy