Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$665K Hold
2024
Q4
$689K Sell
2024
Q3
$1.6M Hold
2024
Q2
$1.41M Hold
2024
Q1
$1.45M Hold
2023
Q4
$1.54M Buy
2023
Q3
$886K Buy
2023
Q2
$1.15M Buy
2020
Q2
Sell
2020
Q1
$1.76M Sell
2019
Q4
$6.59M Buy
2019
Q3
$5.3M Buy
2019
Q2
$5.39M Buy