Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$764K Buy
2023
Q1
Sell
2022
Q4
$1.96M Buy
2021
Q1
Sell
2020
Q4
$1.83M Buy
2020
Q3
$482K Sell
2020
Q2
$608K Buy