Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$867K Buy
2024
Q4
$351K Buy
2022
Q2
Sell
2022
Q1
$203K Sell
2021
Q4
$1.39M Sell
2021
Q3
$2.4M Sell
2021
Q2
$5.18M Buy
2021
Q1
$6.9M Buy
2020
Q4
$714K Buy