Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$255K Buy
2022
Q3
Sell
2022
Q2
$219K Buy
2022
Q1
$215K Buy
2021
Q4
$201K Buy
2020
Q3
Sell
2020
Q2
$364K Sell
2020
Q1
$362K Buy
2019
Q4
$408K Buy
2019
Q3
$285K Buy
2018
Q3
Sell
2018
Q2
$211K Buy
2015
Q4
Sell
2015
Q3
$503K Sell
2015
Q2
$629K Buy