Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.04M Sell
2024
Q4
$2.97M Buy
2024
Q2
Sell
2024
Q1
$1.06M Buy
2022
Q3
Sell
2022
Q2
$538K Sell
2022
Q1
$759K Buy
2020
Q3
Sell
2020
Q2
$153K Buy