Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$486K Buy
2025
Q2
$446K Buy
2025
Q1
$215K Buy
2022
Q1
Sell
2021
Q4
$211K Hold
2021
Q3
$208K Hold
2021
Q2
$236K Hold
2021
Q1
$229K Sell
2020
Q4
$342K Buy
2020
Q3
$222K Hold
2020
Q2
$216K Buy
2020
Q1
Sell
2019
Q4
$324K Sell
2019
Q3
$351K Buy