Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2024
Q2
Sell
2024
Q1
$666K Hold
2023
Q4
$681K Hold
2023
Q3
$735K Hold
2023
Q2
$738K Buy
2022
Q2
Sell
2022
Q1
$2.73M Sell
2021
Q4
$5.68M Buy
2021
Q3
$2.17M Buy
2020
Q1
Sell
2019
Q4
$667 Buy