Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$911K Sell
2024
Q3
$2.04M Buy
2023
Q4
Sell
2023
Q3
$2.75M Buy
2023
Q2
$1.45M Buy
2023
Q1
$108K Buy
2021
Q4
Sell
2021
Q3
$941K Hold
2021
Q2
$969K Buy
2019
Q1
Sell
2018
Q4
$100K Hold
2018
Q3
$104K Buy
2013
Q3
Sell
2013
Q2
$57K Buy