Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
2025
Q1
$27K Sell
2024
Q4
$214K Buy
2023
Q2
Sell
2023
Q1
$91K Buy
2019
Q4
Sell
2019
Q3
$186K Buy
2019
Q2
$117K Buy
2019
Q1
Sell
2018
Q4
$122K Sell
2018
Q3
$179K Buy
2018
Q2
Sell
2018
Q1
$299K Buy
2017
Q4
$95K Sell
2017
Q3
$96K Buy