Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.16M Hold
2024
Q3
$1.45M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.5M Hold
2023
Q3
$1.27M Sell
2023
Q2
$5.9M Buy
2023
Q1
$1.46M Buy
2022
Q4
$1.38M Sell
2022
Q3
$2.58M Buy
2022
Q1
Sell
2021
Q4
$2.58M Buy
2019
Q3
Sell
2019
Q2
$422K Buy