Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$201K Buy
2019
Q4
Sell
2019
Q3
$221K Buy
2017
Q3
Sell
2017
Q2
$747K Sell
2017
Q1
$924K Buy
2016
Q4
$815K Sell
2016
Q3
$785K Buy