Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$762K Buy
2024
Q3
$719K Buy
2024
Q2
$600K Buy
2024
Q1
$233K Buy
2019
Q3
Sell
2019
Q2
$39K Hold
2019
Q1
$36K Buy
2018
Q4
$30K Buy
2018
Q3
$30K Sell
2018
Q2
$34K Buy
2018
Q1
$34K Sell
2017
Q4
$37K Buy