Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2022
Q2
Sell
2022
Q1
$396K Sell
2021
Q4
$1.29M Buy
2021
Q3
$1.54M Hold
2021
Q2
$1.9M Hold
2021
Q1
$1.64M Sell
2020
Q4
$8.44M Sell
2020
Q3
$6.68M Buy
2020
Q2
$5.81M Buy
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold