Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.82M Sell
2025
Q2
$2.08M Buy
2025
Q1
$707K Buy
2023
Q3
Sell
2023
Q2
$1.06M Buy
2020
Q3
Sell
2020
Q2
$375K Sell
2020
Q1
$1.35M Sell
2019
Q4
$1.87M Sell
2019
Q3
$2.55M Buy