Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$419K Sell
2025
Q1
$386K Buy
2024
Q4
$317K Buy
2024
Q3
$288K Buy
2017
Q4
Sell
2017
Q3
$233K Hold
2017
Q2
$214K Hold
2017
Q1
$208K Hold
2016
Q4
$201K Hold
2016
Q3
$203K Buy