Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$662K Buy
2023
Q3
Sell
2023
Q2
$2.4M Buy
2021
Q1
Sell
2020
Q4
$5.2M Buy
2020
Q3
$2.5M Sell
2020
Q2
$2.83M Sell
2020
Q1
$1.31M Buy
2019
Q4
$1.68M Buy