Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Hold
2025
Q2
$534K Hold
2025
Q1
$475K Sell
2024
Q4
$456K Buy
2024
Q3
$410K Buy
2018
Q1
Sell
2017
Q4
$232K Buy