Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Sell
2025
Q2
$237K Buy
2025
Q1
Sell
2024
Q4
$238K Buy
2019
Q2
Sell
2019
Q1
$503K Hold
2018
Q4
$400K Sell
2018
Q3
$991K Sell
2018
Q2
$1M Buy