Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.82M Buy
2021
Q3
Sell
2021
Q2
$675K Sell
2021
Q1
$1.19M Sell
2020
Q4
$1.6M Sell
2020
Q3
$842K Sell
2020
Q2
$798K Sell
2020
Q1
$836K Buy
2019
Q4
$566K Buy