Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
2025
Q1
$863K Buy
2023
Q2
Sell
2023
Q1
$275K Hold
2022
Q4
$284K Sell
2022
Q3
$270K Sell
2022
Q2
$307K Buy
2022
Q1
$307K Buy
2021
Q4
$76K Buy