Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Buy
2023
Q4
Sell
2023
Q3
$1.27M Buy
2022
Q1
Sell
2021
Q4
$727K Buy
2020
Q2
Sell
2020
Q1
$336K Buy