Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$336K Buy
2025
Q1
$310K Buy
2024
Q4
$216K Buy
2023
Q4
Sell
2023
Q3
$204K Buy
2023
Q2
Sell
2023
Q1
$212K Buy
2018
Q4
Sell
2018
Q3
$117K Buy
2018
Q2
Sell
2018
Q1
$192K Sell
2017
Q4
$248K Buy
2017
Q3
$205K Buy