Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$303K Buy
2023
Q4
Sell
2023
Q3
$405K Buy
2023
Q2
$388K Sell
2023
Q1
$435K Buy
2022
Q4
$276K Buy
2018
Q3
Sell
2018
Q2
$17K Hold
2018
Q1
$16K Hold
2017
Q4
$16K Sell
2017
Q3
$17K Buy