Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
2025
Q1
Sell
2024
Q4
$215K Sell
2024
Q3
$681K Sell
2024
Q2
$681K Sell
2024
Q1
$911K Buy
2023
Q4
$457K Buy
2023
Q3
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$789K Buy
2020
Q2
Sell
2020
Q1
$2.37M Buy
2019
Q2
Sell
2019
Q1
$2.07M Sell
2018
Q4
$2.05M Buy