Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Buy
2024
Q1
Sell
2023
Q4
$249K Buy
2019
Q1
Sell
2018
Q4
$24K Buy
2018
Q1
$24K Hold
2017
Q4
$27K Buy