Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
2025
Q1
$119K Buy
2024
Q4
$71K Buy
2024
Q3
$35K Buy
2022
Q3
Sell
2022
Q2
$301K Buy
2017
Q1
Sell
2016
Q4
$0 Buy
2015
Q2
Sell
2015
Q1
$8K Buy
2014
Q4
Sell
2014
Q3
$263K Buy
2014
Q2
Sell
2014
Q1
$18K Buy