Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Buy
2025
Q2
$233K Buy
2023
Q2
Sell
2023
Q1
$721K Buy
2022
Q4
$446K Buy
2020
Q4
Sell
2020
Q3
$39K Buy
2020
Q2
$8K Buy
2020
Q1
$1K Hold
2019
Q4
$2K Buy
2019
Q1
Hold
2018
Q4
Sell
2018
Q3
$15K Hold
2018
Q2
$15K Buy