Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.66M Hold
2024
Q4
$1.43M Hold
2024
Q3
$1.5M Hold
2024
Q2
$1.61M Buy
2024
Q1
$446K Buy
2022
Q2
Sell
2022
Q1
$1.83M Hold
2021
Q4
$1.83M Hold
2021
Q3
$1.95M Hold
2021
Q2
$2.6M Sell
2021
Q1
$2.13M Hold
2020
Q4
$1.98M Hold
2020
Q3
$2.06M Buy
2020
Q2
$430K Hold
2020
Q1
$233K Buy