Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Buy
2025
Q2
$250K Buy
2025
Q1
$207K Sell
2024
Q4
$204K Sell
2024
Q3
$328K Buy
2024
Q2
$329K Hold
2024
Q1
$348K Sell
2023
Q4
$393K Buy
2023
Q3
$274K Buy
2023
Q2
$256K Buy
2017
Q3
Sell
2017
Q2
$1.02M Sell
2017
Q1
$2.29M Buy