Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2025
Q1
Sell
2024
Q4
$352K Sell
2024
Q3
$380K Buy
2024
Q2
$365K Buy
2024
Q1
$244K Buy
2022
Q2
Sell
2022
Q1
$251K Buy
2016
Q2
Sell
2016
Q1
$288K Sell
2015
Q4
$264K Buy
2015
Q3
$270K Buy
2015
Q2
$327K Sell
2015
Q1
$298K Sell
2014
Q4
$326K Buy
2014
Q3
$292K Buy
2014
Q2
$346K Buy