Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
2025
Q1
$231K Sell
2024
Q4
$334K Buy
2021
Q4
Sell
2021
Q3
$240K Hold
2021
Q2
$253K Hold
2021
Q1
$288K Buy
2020
Q4
$203K Hold
2020
Q3
$211K Hold
2020
Q2
$244K Hold
2020
Q1
$221K Sell
2019
Q4
$311K Buy
2019
Q3
$225K Buy
2019
Q2
Sell
2019
Q1
$219K Sell
2018
Q4
$201K Sell
2018
Q3
$458K Buy
2018
Q2
$203K Sell
2018
Q1
$253K Sell
2017
Q4
$344K Buy