Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$846K Buy
2020
Q3
Sell
2020
Q2
$102K Sell
2020
Q1
$201K Buy
2017
Q2
Sell
2017
Q1
$591K Buy
2016
Q4
$28K Buy