Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$727K Buy
2023
Q4
Hold
2023
Q3
Hold
2023
Q1
Sell
2022
Q4
$5.78M Buy
2022
Q3
$1.16M Buy
2021
Q1
Sell
2020
Q4
$799K Sell
2020
Q3
$8.73M Buy