Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Buy
2025
Q2
$756K Buy
2025
Q1
$526K Buy
2024
Q4
$451K Buy
2024
Q3
$378K Sell
2024
Q2
$406K Buy
2024
Q1
$264K Buy
2021
Q3
Sell
2021
Q2
$44K Sell
2021
Q1
$2.44M Buy
2020
Q4
$2.25M Sell
2020
Q3
$1.79M Buy