Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$293K Sell
2025
Q1
$357K Buy
2024
Q4
$318K Buy
2022
Q4
Sell
2022
Q3
$211K Buy
2020
Q4
Sell
2020
Q3
$1.43M Sell
2020
Q2
$1.35M Buy
2019
Q3
Sell
2019
Q2
$1.23M Sell
2019
Q1
$1.43M Buy