Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$655K Sell
2024
Q4
$1.47M Sell
2024
Q3
$3.76M Sell
2024
Q2
$5.31M Buy
2024
Q1
$3.48M Buy
2023
Q4
$2.12M Buy
2021
Q2
Sell
2021
Q1
$108K Hold
2020
Q4
$113K Buy
2020
Q3
$1.24M Buy
2019
Q3
Sell
2019
Q2
$499K Hold
2019
Q1
$460K Sell
2018
Q4
$445K Buy