Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$267K Hold
2024
Q4
$237K Buy
2024
Q1
Sell
2023
Q4
$936K Buy
2023
Q3
$306K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2021
Q4
Sell
2021
Q3
$6.44M Buy
2021
Q2
$11.9M Buy
2021
Q1
$1.58M Buy
2019
Q1
Sell
2018
Q4
$3.8M Buy
2018
Q3
$4.74M Sell
2018
Q2
$9.63M Buy