Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$409K Hold
2025
Q1
$409K Hold
2024
Q4
$329K Hold
2024
Q3
$318K Hold
2024
Q2
$276K Sell
2024
Q1
$265K Sell
2023
Q4
$261K Sell
2023
Q3
$238K Sell
2023
Q2
$278K Buy
2018
Q3
Sell
2018
Q2
$674K Buy