Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$285K Sell
2024
Q3
$448K Buy
2019
Q1
Sell
2018
Q4
$236K Buy
2015
Q4
Sell
2015
Q3
$830K Buy