Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$869K Buy
2025
Q1
$510K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$1.7M Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$672K Buy
2021
Q3
Sell
2021
Q2
$634K Sell
2021
Q1
$3.11M Sell
2020
Q4
$3.69M Buy
2020
Q3
Sell
2020
Q2
$5.14M Buy
2020
Q1
$259K Buy
2019
Q4
Hold