Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2025
Q1
$5.41M Buy
2024
Q4
$2.87M Buy
2024
Q3
$3.87M Buy
2024
Q2
$1.55M Buy
2020
Q3
Sell
2020
Q2
$289K Hold
2020
Q1
$237K Buy