Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Buy
2020
Q2
Sell
2020
Q1
$522K Buy
2019
Q4
$1.17M Buy
2019
Q3
$194K Buy
2019
Q2
$182K Sell
2019
Q1
$421K Buy
2018
Q4
$261K Hold
2018
Q3
$301K Buy