Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
2025
Q1
Sell
2024
Q4
$444K Buy
2024
Q3
$390K Buy
2024
Q2
$290K Buy
2023
Q2
Hold
2023
Q1
Hold
2021
Q4
Sell
2021
Q3
$1.67M Sell
2021
Q2
$1.58M Sell
2021
Q1
$1.67M Sell
2020
Q4
$1.47M Sell
2020
Q3
$2.04M Buy