Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$965K Sell
2025
Q1
$1.87M Buy
2024
Q4
$569K Buy
2024
Q3
Hold
2024
Q1
Hold
2023
Q4
Hold
2020
Q3
Sell
2020
Q2
$5.62M Buy