Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$648K Buy
2023
Q4
Sell
2023
Q3
$310K Buy
2022
Q4
Sell
2022
Q3
$205K Buy
2020
Q2
Sell
2020
Q1
$1.16M Buy
2018
Q1
Sell
2017
Q4
$300K Buy