Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.77M Sell
2024
Q4
$5.31M Buy
2022
Q2
Sell
2022
Q1
$1.75M Sell
2021
Q4
$2.33M Hold
2021
Q3
$2.11M Hold
2021
Q2
$2.25M Hold
2021
Q1
$2.05M Hold
2020
Q4
$1.67M Hold
2020
Q3
$1.24M Hold
2020
Q2
$1.21M Buy
2020
Q1
$1.03M Hold
2019
Q4
$1.45M Buy
2019
Q3
$1.09M Buy