Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.1M Buy
2024
Q4
$151K Buy
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2022
Q4
Hold
2022
Q3
Hold
2016
Q1
Sell
2015
Q4
$203K Buy