Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.13M Sell
2024
Q4
$5.33M Buy
2024
Q2
Sell
2024
Q1
$5.6M Sell
2023
Q4
$5M Buy
2022
Q2
Sell
2022
Q1
$3.67M Buy
2020
Q2
Sell
2020
Q1
$948K Buy