Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$762K Buy
2024
Q1
Hold
2023
Q4
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$2.3M Buy
2021
Q4
Sell
2021
Q3
$4.97M Buy
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold