Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$669K Buy
2023
Q1
Sell
2022
Q4
$347K Buy
2019
Q1
Sell
2018
Q4
$415K Buy
2017
Q3
Sell
2017
Q2
$405K Buy