Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2025
Q1
$996K Sell
2024
Q4
$891K Buy
2024
Q3
$583K Buy
2024
Q2
$674K Buy
2024
Q1
$867K Buy
2023
Q4
$970K Sell
2023
Q3
$677K Sell
2023
Q2
$626K Buy
2020
Q3
Sell
2020
Q2
$251K Buy