Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$745K Hold
2024
Q4
$910K Hold
2024
Q3
$909K Buy
2024
Q2
$794K Sell
2024
Q1
$841K Sell
2023
Q4
$724K Buy
2019
Q1
Sell
2018
Q4
$499K Buy