Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$430K Sell
2024
Q3
$569K Buy
2022
Q4
Sell
2022
Q3
$307K Buy
2022
Q2
$237K Buy
2020
Q4
Hold
2020
Q3
Hold
2018
Q1
Sell
2017
Q4
$1.97M Buy
2014
Q1
Sell
2013
Q4
$9.93M Buy