Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
2025
Q1
$258K Sell
2024
Q4
$470K Sell
2024
Q3
$524K Sell
2024
Q2
$542K Buy
2015
Q4
Sell
2015
Q3
$17K Hold
2015
Q2
$17K Buy