Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$519K Buy
2024
Q3
$521K Buy
2023
Q3
Sell
2023
Q2
$569K Sell
2023
Q1
$583K Sell
2022
Q4
$823K Buy
2018
Q4
Sell
2018
Q3
$5.71M Sell
2018
Q2
$23.3M Buy