Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Buy
2025
Q2
$408K Buy
2025
Q1
$423K Buy
2024
Q4
$289K Buy
2024
Q3
$217K Buy
2021
Q2
Sell
2021
Q1
$15K Hold
2020
Q4
$13K Hold
2020
Q3
$9K Sell
2020
Q2
$13K Sell
2020
Q1
$11K Hold
2019
Q4
$24K Buy