Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.83M Buy
2020
Q2
Sell
2020
Q1
$288K Buy
2019
Q3
Sell
2019
Q2
$4.96M Buy
2019
Q1
$3.08M Sell
2018
Q4
$9.7M Buy