Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$614K Buy
2025
Q1
$620K Hold
2024
Q4
$699K Buy
2024
Q3
$581K Hold
2024
Q2
$525K Hold
2024
Q1
$427K Buy
2020
Q3
Sell
2020
Q2
$109K Hold
2020
Q1
$76.3K Sell
2019
Q4
$300K Buy
2019
Q3
$112K Buy