Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$486K Hold
2025
Q1
$483K Sell
2024
Q4
$4.25M Buy
2024
Q3
$5.25M Buy
2024
Q2
$271K Sell
2024
Q1
$2.6M Buy
2023
Q4
$447K Sell
2023
Q3
$1.63M Buy
2022
Q3
Sell
2022
Q2
$2.69M Buy
2022
Q1
Sell
2021
Q4
$974K Buy
2021
Q3
$546K Buy
2020
Q2
Sell
2020
Q1
$826K Buy
2018
Q3
Sell
2018
Q2
$51.6M Sell
2018
Q1
$51.2M Buy