Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$454K Sell
2024
Q3
$10.6M Buy
2024
Q2
$660K Sell
2024
Q1
$9.91M Buy
2021
Q3
Sell
2021
Q2
$5.47M Buy
2021
Q1
Sell
2020
Q4
$8.71M Sell
2020
Q3
$8.13M Buy