Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.47M Buy
2024
Q2
Sell
2024
Q1
$551K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$700K Buy
2023
Q1
Sell
2022
Q4
$330K Buy
2021
Q2
Sell
2021
Q1
$133K Buy
2020
Q4
Sell
2020
Q3
$122K Buy
2020
Q2
Sell
2020
Q1
$49K Buy
2019
Q4
$163K Buy
2019
Q3
$135K Buy