Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Buy
2025
Q2
$539K Buy
2025
Q1
$402K Buy
2020
Q1
Sell
2019
Q4
$369K Hold
2019
Q3
$372K Hold
2019
Q2
$368K Sell
2019
Q1
$427K Sell
2018
Q4
$342K Sell
2018
Q3
$422K Buy
2018
Q2
$373K Hold
2018
Q1
$316K Buy
2017
Q4
$278K Sell
2017
Q3
$300K Buy
2017
Q2
$203K Buy