Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
2025
Q1
$543K Buy
2024
Q4
Sell
2024
Q3
$1.95M Buy
2022
Q2
Sell
2022
Q1
$216K Buy
2020
Q4
Sell
2020
Q3
$228K Buy
2020
Q1
Sell
2019
Q4
$381K Buy