Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.06M Hold
2024
Q4
$2.23M Hold
2024
Q3
$3.35M Hold
2024
Q2
$5.2M Buy
2022
Q3
Sell
2022
Q2
$329K Sell
2022
Q1
$269K Buy
2021
Q4
$60K Buy
2021
Q3
$43K Sell
2021
Q2
$156K Sell
2021
Q1
$191K Buy
2020
Q3
Sell
2020
Q2
$795K Buy
2020
Q1
$201K Buy
2019
Q4
$288K Buy