Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q2
Sell
2024
Q1
$539K Sell
2023
Q4
$1.26M Sell
2023
Q3
$5.65M Buy
2023
Q2
Sell
2023
Q1
$2.39M Buy
2022
Q4
Sell
2022
Q3
$1.59M Buy
2013
Q3
Sell
2013
Q2
$7.75M Buy