Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$810K Sell
2024
Q3
$1.12M Buy
2023
Q4
Sell
2023
Q3
$811K Buy
2023
Q1
Sell
2022
Q4
$836K Buy
2022
Q1
Sell
2021
Q4
$317K Buy
2019
Q1
Sell
2018
Q4
$336K Buy