Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
2024
Q1
Sell
2023
Q4
$315K Buy
2023
Q3
$222K Buy
2021
Q4
Sell
2021
Q3
$261K Sell
2021
Q2
$507K Sell
2021
Q1
$337K Sell
2020
Q4
$349K Sell
2020
Q3
$322K Buy