Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
2025
Q1
$328K Sell
2024
Q4
$446K Buy
2024
Q3
$456K Buy
2024
Q2
$408K Buy
2024
Q1
$399K Buy
2018
Q2
Sell
2018
Q1
$256K Sell
2017
Q4
$274K Buy