Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$8.3M Buy
2024
Q2
Sell
2024
Q1
$529K Sell
2023
Q4
$5.38M Buy
2022
Q4
Sell
2022
Q3
$348K Buy
2021
Q1
Sell
2020
Q4
$2.79M Buy