Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Buy
2022
Q1
Sell
2021
Q4
$266K Buy
2021
Q3
$234K Sell
2021
Q2
$235K Sell
2021
Q1
$225K Sell
2020
Q4
$247K Buy
2018
Q2
Sell
2018
Q1
$285K Buy
2017
Q4
$224K Buy