Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Sell
2025
Q1
$221K Sell
2024
Q4
$18.4M Sell
2024
Q3
$19.1M Sell
2024
Q2
$34.2M Sell
2024
Q1
$45M Buy
2023
Q4
$38.3M Buy
2023
Q3
$12.2M Buy
2023
Q2
$12.7M Buy
2023
Q1
$9.8M Buy
2020
Q3
$3.42M Buy
2020
Q2
$1.09M Hold
2020
Q1
$962K Buy