Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
2025
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$216K Buy
2023
Q2
$148K Buy
2019
Q1
Sell
2018
Q4
$55K Buy