Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
2025
Q1
$293K Sell
2024
Q4
$264K Sell
2024
Q3
$385K Buy
2024
Q1
Sell
2023
Q4
$207K Buy
2023
Q2
Sell
2023
Q1
$205K Buy
2018
Q2
Sell
2018
Q1
$2K Hold
2017
Q4
$2K Hold
2017
Q3
$2K Hold
2017
Q2
$8 Hold
2017
Q1
$1K Buy