Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$420K Buy
2022
Q1
Sell
2021
Q4
$644K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$10.4M Buy
2020
Q3
$5.4M Buy
2020
Q2
$3.18M Sell
2020
Q1
$10.4M Buy
2019
Q4
$8.72M Sell
2019
Q3
$11.1M Buy
2019
Q2
$5.41M Buy
2019
Q1
$699K Buy