Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
2025
Q1
$2.38M Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$1.24M Sell
2023
Q3
$950K Hold
2023
Q2
$1.12M Hold
2023
Q1
$835K Buy
2022
Q2
Sell
2022
Q1
$1.98M Buy
2021
Q1
Sell
2020
Q4
$2.26M Buy
2017
Q2
Sell
2017
Q1
$3.88M Buy