Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$230K Buy
2022
Q2
Sell
2022
Q1
$728K Buy
2019
Q2
Sell
2019
Q1
$463K Buy
2018
Q1
Sell
2017
Q4
$212K Buy