Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
2022
Q1
Sell
2021
Q4
$276K Buy
2021
Q2
Sell
2021
Q1
$408K Buy
2020
Q4
$347K Buy
2020
Q3
$301K Buy
2020
Q2
$356K Buy