Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$210K Buy
2023
Q4
Sell
2023
Q3
$335K Sell
2023
Q2
$359K Hold
2023
Q1
$336K Buy
2018
Q4
Sell
2018
Q3
$347K Buy
2017
Q4
Sell
2017
Q3
$347K Sell
2017
Q2
$351K Sell
2017
Q1
$368K Buy
2016
Q4
$233K Sell
2016
Q3
$241K Sell
2016
Q2
$262K Sell
2016
Q1
$279K Buy
2015
Q2
Sell
2015
Q1
$215K Buy