Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$552K Sell
2025
Q2
$595K Sell
2025
Q1
$602K Sell
2024
Q4
$573K Buy
2024
Q3
$535K Buy
2024
Q2
$428K Sell
2024
Q1
$437K Buy
2020
Q2
Sell
2020
Q1
$16K Hold
2019
Q4
$19K Buy