Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Sell
2025
Q2
$273K Sell
2025
Q1
$348K Buy
2024
Q4
$308K Buy
2024
Q3
$127K Buy
2024
Q2
$65.1K Sell
2024
Q1
$96.8K Hold
2023
Q4
$93.9K Hold
2023
Q3
$90.9K Buy
2023
Q2
$26.1K Buy
2015
Q3
Sell
2015
Q2
$403K Hold
2015
Q1
$426K Sell
2014
Q4
$486K Sell
2014
Q3
$1.13M Buy
2014
Q2
$1.05M Sell
2014
Q1
$1.1M Sell
2013
Q4
$1.21M Sell
2013
Q3
$1.22M Buy
2013
Q2
$1.09M Buy