Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2023
Q3
Sell
2023
Q2
$1.02M Buy
2020
Q3
Sell
2020
Q2
$1M Buy
2019
Q4
Sell
2019
Q3
$1.06M Buy
2019
Q2
$1.17M Buy