Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$240K Buy
2017
Q3
Sell
2017
Q2
$2.25M Sell
2017
Q1
$3.26M Buy
2015
Q2
Sell
2015
Q1
$555K Sell
2014
Q4
$766K Buy