Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.41M Sell
2024
Q4
$2.52M Sell
2024
Q3
$4.32M Buy
2024
Q2
$1.1M Buy
2021
Q2
Sell
2021
Q1
$328K Buy
2020
Q4
$75K Buy