Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
2025
Q1
$305K Hold
2024
Q4
$262K Buy
2024
Q3
$103K Hold
2024
Q2
$103K Buy
2022
Q2
Sell
2022
Q1
$651K Buy
2021
Q4
$1.12M Sell
2021
Q3
$1.51M Sell
2021
Q2
$2.51M Sell
2021
Q1
$1.73M Sell
2020
Q4
$1.55M Buy
2020
Q3
$851K Buy
2020
Q2
$1.21M Buy