Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Buy
2025
Q2
$765K Buy
2019
Q2
Sell
2019
Q1
$225K Buy
2018
Q1
Sell
2017
Q4
$203K Hold
2017
Q3
$303K Hold
2017
Q2
$270K Hold
2017
Q1
$298K Hold
2016
Q4
$317K Hold
2016
Q3
$266K Buy