Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$2.33M Buy
2024
Q4
$1.01M Buy
2023
Q2
Sell
2023
Q1
$372K Sell
2022
Q4
$764K Buy
2020
Q3
Sell
2020
Q2
$312K Buy