Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Sell
2025
Q2
$329K Sell
2025
Q1
$271K Buy
2024
Q4
$244K Sell
2024
Q3
$238K Buy
2014
Q2
Sell
2014
Q1
$552K Buy