Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$2.8M Sell
2024
Q2
$7.24M Buy
2024
Q1
$1.81M Buy
2023
Q2
Hold
2023
Q1
Hold
2020
Q2
Sell
2020
Q1
$283K Buy
2019
Q4
Sell
2019
Q3
$669K Buy
2019
Q2
$321K Buy
2019
Q1
Hold