Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Buy
2021
Q4
Sell
2021
Q3
$379K Buy
2021
Q2
$447K Buy
2021
Q1
$361K Buy
2020
Q4
$288K Sell
2020
Q3
$412K Sell
2020
Q2
$262K Buy