Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$558K Hold
2025
Q2
$398K Sell
2025
Q1
$402K Buy
2020
Q3
Sell
2020
Q2
$341K Buy
2018
Q2
Sell
2018
Q1
$127K Hold
2017
Q4
$149K Hold
2017
Q3
$163K Hold
2017
Q2
$173K Sell
2017
Q1
$173K Hold
2016
Q4
$133K Buy
2016
Q3
$116K Hold
2016
Q2
$121K Buy
2016
Q1
$108K Hold
2015
Q4
$113K Buy
2015
Q3
Sell
2015
Q2
$207K Buy