Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Hold
2025
Q2
$203K Buy
2021
Q3
Sell
2021
Q2
$208K Sell
2021
Q1
$299K Buy
2020
Q4
$231K Sell
2020
Q3
$325K Sell
2020
Q2
$328K Sell
2020
Q1
$274K Sell
2019
Q4
$355K Sell
2019
Q3
$372K Sell
2019
Q2
$512K Sell
2019
Q1
$472K Sell
2018
Q4
$395K Sell
2018
Q3
$446K Sell
2018
Q2
$443K Buy
2018
Q1
$417K Buy
2017
Q4
$369K Buy