Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$709K Sell
2024
Q4
$3M Buy
2024
Q3
$2.51M Buy
2023
Q4
Sell
2023
Q3
$1.91M Sell
2023
Q2
$1.98M Buy
2023
Q1
$1.53M Buy
2022
Q4
$680K Buy
2022
Q3
$238K Hold
2022
Q2
$292K Sell
2022
Q1
$7.96M Buy
2021
Q4
$1.89M Buy
2020
Q4
Sell
2020
Q3
$5K Buy
2016
Q4
Sell
2016
Q3
$172K Buy