Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$252K Sell
2024
Q3
$418K Sell
2024
Q2
$627K Sell
2024
Q1
$817K Sell
2023
Q4
$1.27M Sell
2023
Q3
$898K Buy
2019
Q1
Sell
2018
Q4
$462K Sell
2018
Q3
$1.18M Sell
2018
Q2
$2.22M Buy