Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
2025
Q1
$1.84M Sell
2024
Q4
$2.19M Sell
2024
Q3
$2.19M Sell
2024
Q2
$2.06M Buy
2024
Q1
$1.96M Buy
2023
Q4
$1.82M Hold
2023
Q3
$1.67M Sell
2023
Q2
$1.62M Sell
2023
Q1
$2.22M Buy
2022
Q4
$1.28M Sell
2022
Q3
$1.34M Buy
2019
Q2
Sell
2019
Q1
$497K Hold
2018
Q4
$400K Buy