Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$343K Hold
2025
Q1
$330K Sell
2024
Q4
$324K Hold
2024
Q3
$343K Buy
2021
Q3
Sell
2021
Q2
$223K Hold
2021
Q1
$216K Sell
2020
Q4
$206K Buy
2020
Q1
Sell
2019
Q4
$208K Buy
2018
Q2
Sell
2018
Q1
$204K Hold
2017
Q4
$219K Buy