Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.75M Buy
2024
Q3
Sell
2024
Q2
$1.31M Hold
2024
Q1
$1.32M Hold
2023
Q4
$1.31M Hold
2023
Q3
$1.03M Hold
2023
Q2
$1.26M Buy
2020
Q3
Sell
2020
Q2
$287K Buy
2020
Q1
$113K Sell
2019
Q4
$447K Buy
2019
Q3
$399K Sell
2019
Q2
$671K Buy
2019
Q1
$266K Buy