Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$677K Hold
2025
Q1
$689K Buy
2020
Q4
Sell
2020
Q3
$41K Buy
2019
Q4
Sell
2019
Q3
$461K Buy
2019
Q2
$316K Buy
2019
Q1
$298K Buy