Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.89M Buy
2024
Q4
Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.38M Buy
2023
Q4
Hold
2023
Q3
Hold
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$6M Buy
2021
Q2
Sell
2021
Q1
$218K Buy