Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.75M Hold
2024
Q4
$1.93M Hold
2024
Q3
$2.23M Hold
2024
Q2
$2.49M Buy
2024
Q1
$1.86M Buy
2023
Q4
$446K Buy
2022
Q2
Sell
2022
Q1
$1.78M Hold
2021
Q4
$2.09M Hold
2021
Q3
$1.96M Hold
2021
Q2
$2.19M Buy
2020
Q3
Sell
2020
Q2
$916K Hold
2020
Q1
$683K Buy