Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.55M Hold
2024
Q4
$1.99M Hold
2024
Q3
$3.1M Hold
2024
Q2
$2.75M Buy
2024
Q1
$1.82M Buy
2023
Q4
$428K Buy
2021
Q2
Sell
2021
Q1
$3.37M Hold
2020
Q4
$2.96M Hold
2020
Q3
$2.28M Buy