Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$667K Buy
2021
Q1
Sell
2020
Q4
$1.31M Hold
2020
Q3
$1.26M Sell
2020
Q2
$1.26M Buy
2015
Q2
Sell
2015
Q1
$911K Buy