Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
2025
Q1
$206K Sell
2024
Q4
$178K Sell
2024
Q3
$335K Buy
2024
Q2
$196K Buy
2024
Q1
$176K Buy
2023
Q2
Sell
2023
Q1
$133K Sell
2022
Q4
$146K Buy
2022
Q3
$90K Buy
2018
Q2
Sell
2018
Q1
$49K Hold
2017
Q4
$56K Buy
2017
Q3
$45K Sell
2017
Q2
$179 Buy
2017
Q1
$69K Buy
2016
Q4
$66K Buy