Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$807K Hold
2025
Q2
$779K Buy
2025
Q1
$647K Hold
2024
Q4
$638K Hold
2024
Q3
$638K Buy
2019
Q4
Sell
2019
Q3
$303K Sell
2019
Q2
$313K Sell
2019
Q1
$368K Buy
2018
Q2
Sell
2018
Q1
$337K Sell
2017
Q4
$1.22M Buy
2017
Q2
Sell
2017
Q1
$830K Buy