Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$316K Buy
2022
Q1
Sell
2021
Q4
$272K Sell
2021
Q3
$238K Sell
2021
Q2
$276K Sell
2021
Q1
$301K Buy
2020
Q4
$281K Buy
2020
Q3
Sell
2020
Q2
$266K Sell
2020
Q1
$430K Buy
2019
Q4
Sell
2019
Q3
$398K Buy
2019
Q1
Sell
2018
Q4
$755K Sell
2018
Q3
$744K Buy