Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$952K Sell
2025
Q1
$690K Buy
2024
Q4
$704K Buy
2024
Q3
Sell
2024
Q2
$7.43M Buy
2024
Q1
$3.7M Buy
2023
Q4
$3.56M Buy
2023
Q3
Hold
2020
Q2
Sell
2020
Q1
$1.71M Buy
2019
Q4
$438K Buy
2019
Q2
Sell
2019
Q1
$516K Buy
2018
Q4
$275K Buy