Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$896K Sell
2025
Q1
$2.85M Buy
2022
Q3
Sell
2022
Q2
$691K Buy
2020
Q3
Sell
2020
Q2
$2.15M Sell
2020
Q1
$3.7M Sell
2019
Q4
$6.54M Buy
2019
Q3
$4.79M Buy