Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$930K Hold
2025
Q1
$839K Hold
2024
Q4
$894K Sell
2024
Q3
$872 Sell
2024
Q2
$1.01M Sell
2024
Q1
$1.21M Sell
2023
Q4
$2.42M Sell
2023
Q3
$1.98M Sell
2023
Q2
$2.25M Hold
2023
Q1
$2.27M Sell
2022
Q4
$1.66M Buy
2022
Q3
$1.49M Hold
2022
Q2
$1.61M Buy
2022
Q1
$2.1M Buy
2020
Q3
Sell
2020
Q2
$2.66M Hold
2020
Q1
$2.12M Buy
2019
Q4
$2.18M Buy