Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.33M Buy
2025
Q1
Sell
2024
Q4
$2.86M Buy
2024
Q3
Sell
2024
Q2
$984K Buy
2022
Q4
Sell
2022
Q3
$2.51M Buy
2022
Q2
$1.02M Buy
2022
Q1
Sell
2021
Q4
$418K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$4.24M Buy
2018
Q2
Sell
2018
Q1
$544K Buy