Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$436K Buy
2022
Q1
$681K Buy
2021
Q4
Sell
2021
Q3
$404K Sell
2021
Q2
$479K Sell
2021
Q1
$652K Sell
2020
Q4
$15.3M Buy
2020
Q3
$4.42M Buy
2020
Q2
$4.77M Buy