Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$296K Buy
2021
Q3
Sell
2021
Q2
$1.48M Buy
2021
Q1
$1.27M Buy
2017
Q3
Sell
2017
Q2
$4M Buy
2016
Q4
Sell
2016
Q3
$755K Buy