Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.2M Sell
2025
Q2
$2.41M Buy
2021
Q2
Sell
2021
Q1
$87K Sell
2020
Q4
$2.51M Buy
2020
Q3
Sell
2020
Q2
$253K Buy