Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$571K Buy
2021
Q2
Sell
2021
Q1
$2.92M Buy
2019
Q4
Hold
2019
Q3
Hold
2018
Q4
Sell
2018
Q3
$194K Buy
2018
Q2
Hold
2018
Q1
Hold
2015
Q3
Sell
2015
Q2
$4.1M Buy