Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2024
Q4
Sell
2024
Q3
$369K Buy
2024
Q2
$296K Buy
2024
Q1
Sell
2023
Q4
$231K Sell
2023
Q3
$323K Buy
2023
Q2
$282K Buy
2023
Q1
$261K Buy
2019
Q1
Sell
2018
Q4
$11K Buy
2018
Q1
$14K Buy
2017
Q4
$13K Buy