Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.3M Buy
2024
Q1
Sell
2023
Q4
$26.5M Buy
2023
Q3
Hold
2023
Q2
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Sell
2020
Q2
$394K Sell
2020
Q1
$8.68M Buy