Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$420K Buy
2020
Q4
Sell
2020
Q3
$539K Hold
2020
Q2
$479K Sell
2020
Q1
$477K Hold
2019
Q4
$495K Hold
2019
Q3
$414K Buy
2019
Q2
$352K Buy