Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$263K Buy
2025
Q1
$249K Buy
2024
Q4
$212K Buy
2022
Q1
Sell
2021
Q4
$275K Buy
2021
Q3
$263K Sell
2021
Q2
$395K Sell
2021
Q1
$470K Buy
2020
Q4
$413K Buy
2020
Q3
$311K Sell
2020
Q2
$326K Sell
2020
Q1
$497K Buy
2019
Q4
$519K Buy