Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2025
Q1
$600K Buy
2020
Q3
Sell
2020
Q2
$840K Buy
2020
Q1
$376K Buy
2019
Q1
Sell
2018
Q4
$1.26M Buy