Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q2
$217K Sell
2025
Q1
$441K Buy
2024
Q4
$235K Buy
2023
Q4
Sell
2023
Q3
$215K Buy
2023
Q2
$234K Buy
2023
Q1
$229K Buy
2020
Q4
Sell
2020
Q3
$17K Buy
2019
Q2
Sell
2019
Q1
$42K Buy