Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$427K Hold
2025
Q2
$423K Buy
2025
Q1
$425K Hold
2024
Q4
$511K Hold
2024
Q3
$510K Buy
2024
Q2
$361K Buy
2020
Q2
Sell
2020
Q1
$51K Sell
2019
Q4
$189K Sell
2019
Q3
$266K Hold
2019
Q2
$327K Buy
2019
Q1
$108K Buy