Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$349K Sell
2025
Q1
$295K Buy
2021
Q3
Sell
2021
Q2
$915K Buy
2021
Q1
$826K Buy
2020
Q4
$647K Buy