Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Sell
2025
Q2
$412K Buy
2025
Q1
$343K Buy
2024
Q4
$310K Buy
2024
Q3
$256K Buy
2024
Q2
$221K Buy
2024
Q1
$211K Buy
2018
Q4
Sell
2018
Q3
$374K Buy
2018
Q2
$200K Buy