Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.25M Sell
2024
Q4
$8.54M Buy
2024
Q3
$2.62M Buy
2024
Q2
$1.04M Buy
2023
Q3
Sell
2023
Q2
$658K Buy
2023
Q1
Sell
2022
Q4
$8.16M Buy
2022
Q3
Hold
2022
Q2
Hold
2019
Q4
Hold
2019
Q3
Hold