Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$267K Buy
2024
Q4
$1.18M Sell
2024
Q3
$635K Hold
2024
Q2
$973K Buy
2024
Q1
$1.18M Buy
2023
Q4
$647K Sell
2023
Q3
$1.79M Buy
2023
Q2
$3.37M Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$3.34M Sell
2021
Q2
$2.71M Hold
2021
Q1
$3.64M Buy
2020
Q4
Hold
2020
Q3
Sell
2020
Q2
$3.06M Buy
2020
Q1
Hold
2019
Q4
Hold