Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Buy
2022
Q3
Sell
2022
Q2
$115K Buy
2022
Q1
$77K Buy
2021
Q3
Sell
2021
Q2
$132K Buy
2020
Q2
Sell
2020
Q1
$381K Buy
2019
Q4
$180K Buy