Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$166K Sell
2024
Q3
$259K Sell
2024
Q2
$763K Buy
2023
Q1
Sell
2022
Q4
$4.2M Buy
2022
Q3
$2.36M Buy
2022
Q2
$1.05M Buy
2022
Q1
$704K Buy
2019
Q1
Hold
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Hold