Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$5.26M Buy
2024
Q3
$1.54M Hold
2024
Q2
$1.3M Buy
2024
Q1
$1.02M Buy
2023
Q4
$941K Buy
2022
Q2
Sell
2022
Q1
$880K Buy
2021
Q4
Sell
2021
Q3
$715K Hold
2021
Q2
$978K Sell
2021
Q1
$900K Buy
2020
Q4
Sell
2020
Q3
$1.83M Sell
2020
Q2
$1.06M Buy