Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$764K Buy
2021
Q2
Sell
2021
Q1
$1.84M Buy
2018
Q4
Sell
2018
Q3
$1.36M Buy
2014
Q2
Sell
2014
Q1
$1.13M Buy
2013
Q4
$1.14M Buy