Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$377K Buy
2020
Q1
Sell
2019
Q4
$436K Sell
2019
Q3
$647K Sell
2019
Q2
$1.29M Sell
2019
Q1
$1.25M Hold
2018
Q4
$1.04M Buy