Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.08M Sell
2025
Q1
$924K Sell
2024
Q4
$796K Buy
2024
Q3
$951K Buy
2024
Q2
$441K Buy
2021
Q1
Sell
2020
Q4
$94K Buy