Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Buy
2025
Q2
Sell
2025
Q1
$202K Hold
2024
Q4
$254K Hold
2024
Q3
$261K Sell
2024
Q2
$324K Buy
2024
Q1
$251K Buy
2021
Q4
Sell
2021
Q3
$235K Hold
2021
Q2
$216K Hold
2021
Q1
$201K Buy
2020
Q2
Sell
2020
Q1
$1K Buy
2019
Q4
$659K Sell
2019
Q3
$810K Buy
2019
Q2
$628K Buy