Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
2025
Q1
$240K Buy
2019
Q3
Sell
2019
Q2
$18K Buy
2019
Q1
$16K Hold
2018
Q4
$17K Hold
2018
Q3
$21K Hold
2018
Q2
$18K Hold
2018
Q1
$15K Hold
2017
Q4
$14K Hold
2017
Q3
$12K Hold
2017
Q2
$13K Buy