Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
2025
Q1
$227K Buy
2023
Q1
Sell
2022
Q4
$272K Buy
2022
Q2
Sell
2022
Q1
$218K Buy
2021
Q4
$272K Buy
2021
Q3
$355K Buy
2021
Q2
$383K Buy
2021
Q1
$303K Buy
2020
Q4
$228K Buy
2018
Q4
Sell
2018
Q3
$44K Buy
2018
Q2
$42K Buy
2018
Q1
$37K Buy