Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.6M Hold
2024
Q4
$3.24M Hold
2024
Q3
$4.29M Hold
2024
Q2
$4.05M Buy
2024
Q1
$208K Sell
2023
Q4
$229K Buy
2021
Q1
Sell
2020
Q4
$211K Buy