Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
2025
Q1
$1.8M Hold
2024
Q4
$1.83M Hold
2024
Q3
$1.66M Sell
2024
Q2
$1.59M Hold
2024
Q1
$1.57M Sell
2023
Q4
$1.5M Sell
2023
Q3
$1.36M Buy
2020
Q3
Sell
2020
Q2
$269K Sell
2020
Q1
$355K Hold
2019
Q4
$1.25M Buy