Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$266K Buy
2020
Q1
Sell
2019
Q4
$496K Buy
2018
Q1
Sell
2017
Q4
$232K Buy