Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$68.4K Buy
2024
Q3
Hold
2024
Q2
Sell
2024
Q1
$446K Sell
2023
Q4
$5.24M Buy
2023
Q3
$2.71M Buy
2022
Q2
Sell
2022
Q1
$634K Buy
2020
Q4
Hold
2020
Q3
Hold
2018
Q2
Sell
2018
Q1
$1.18M Sell
2017
Q4
$2.19M Buy
2017
Q3
$373K Buy