Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
2025
Q1
$2.17M Hold
2024
Q4
$3.9M Buy
2023
Q3
Sell
2023
Q2
$1.96M Sell
2023
Q1
$4.19M Buy
2022
Q4
$3.13M Buy
2022
Q3
$2.14M Buy
2022
Q2
$3.58M Buy
2022
Q1
$4.11M Buy
2021
Q4
$1.49M Sell
2021
Q3
$1.31M Buy
2016
Q3
Sell
2016
Q2
$406K Buy