Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.46M Buy
2024
Q3
$684K Buy
2024
Q2
Sell
2024
Q1
$3.85M Buy
2023
Q4
$443K Sell
2023
Q3
$4.67M Buy
2020
Q3
Sell
2020
Q2
$3.39M Buy
2019
Q4
Sell
2019
Q3
$591K Buy