Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
2025
Q1
$1.75M Sell
2024
Q4
$3.03M Sell
2024
Q3
$3.21M Sell
2024
Q2
$2.37M Buy
2024
Q1
$1.65M Sell
2023
Q4
$1.05M Buy
2023
Q3
$538K Sell
2023
Q2
$525K Hold
2023
Q1
$480K Hold
2022
Q4
$464K Hold
2022
Q3
$420K Hold
2022
Q2
$457K Buy
2019
Q2
Hold
2019
Q1
Hold
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Sell
2018
Q1
$879K Sell
2017
Q4
$1.18M Buy