Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$870K Buy
2024
Q4
$655K Buy
2021
Q1
Sell
2020
Q4
$24K Hold
2020
Q3
$22K Hold
2020
Q2
$21K Buy