Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
2025
Q1
Sell
2024
Q4
$410K Sell
2024
Q3
$581K Buy
2020
Q1
Sell
2019
Q4
$647K Hold
2019
Q3
$753K Buy
2019
Q2
$623K Hold
2019
Q1
$716K Buy