Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$421K Buy
2023
Q3
Sell
2023
Q2
$709K Buy
2023
Q1
Sell
2022
Q4
$518K Buy
2020
Q4
Sell
2020
Q3
$267K Buy
2018
Q1
Sell
2017
Q4
$441K Buy