Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
2025
Q1
$378K Buy
2024
Q3
Sell
2024
Q2
$226K Buy
2023
Q3
Sell
2023
Q2
$592K Buy
2021
Q2
Sell
2021
Q1
$384K Sell
2020
Q4
$1.13M Buy