Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.95M Sell
2024
Q4
$5.67M Buy
2024
Q3
$7.71M Buy
2024
Q2
$6.12M Buy
2024
Q1
$5.44M Buy
2023
Q4
$6.47M Buy
2023
Q3
$4.38M Buy
2023
Q2
$4.24M Buy
2023
Q1
$2.57M Sell
2022
Q4
$2.23M Sell
2022
Q3
$2.09M Buy
2018
Q4
Sell
2018
Q3
$212K Hold
2018
Q2
$238K Sell
2018
Q1
$252K Buy