Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.43M Buy
2025
Q1
$202K Sell
2024
Q4
$201K Buy
2021
Q1
Sell
2020
Q4
$647K Sell
2020
Q3
$2.19M Buy