Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.51M Buy
2025
Q1
$1.01M Buy
2024
Q3
Sell
2024
Q2
$1.02M Hold
2024
Q1
$1.11M Buy
2023
Q4
$760K Buy
2021
Q2
Sell
2021
Q1
$1.11M Buy
2020
Q1
Sell
2019
Q4
$923K Buy