Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$287K Buy
2021
Q4
Sell
2021
Q3
$226K Sell
2021
Q2
$202K Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q1
Sell
2019
Q4
$432K Buy
2019
Q3
$352K Buy
2019
Q2
$367K Hold
2019
Q1
$357K Hold
2018
Q4
$267K Buy