Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$247K Buy
2024
Q4
$254K Buy
2018
Q3
Sell
2018
Q2
$347K Buy
2018
Q1
$316K Buy
2015
Q3
Sell
2015
Q2
$14K Sell
2015
Q1
$57K Hold
2014
Q4
$60K Buy