Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Buy
2022
Q2
Sell
2022
Q1
$443K Buy
2021
Q4
Sell
2021
Q3
$247K Buy
2019
Q2
Sell
2019
Q1
$215K Buy
2015
Q4
Sell
2015
Q3
$239K Buy
2014
Q1
Sell
2013
Q4
$375K Buy
2013
Q3
$383K Buy