Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Buy
2025
Q2
$251K Buy
2021
Q4
Sell
2021
Q3
$395K Hold
2021
Q2
$453K Hold
2021
Q1
$462K Buy
2020
Q4
$384K Hold
2020
Q3
$425K Hold
2020
Q2
$394K Hold
2020
Q1
$339K Hold
2019
Q4
$403K Sell
2019
Q3
$396K Buy