Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.75M Buy
2025
Q1
$3.06M Buy
2024
Q4
$2.25M Buy
2024
Q3
$2.56M Buy
2024
Q2
$1.29M Buy
2024
Q1
$328K Buy
2021
Q1
Sell
2020
Q4
$321K Hold
2020
Q3
$261K Hold
2020
Q2
$289K Sell
2020
Q1
$284K Hold
2019
Q4
$328K Buy
2019
Q2
Sell
2019
Q1
$241K Buy
2018
Q4
$235K Buy