Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.7M Sell
2024
Q4
$7.03M Buy
2022
Q3
Sell
2022
Q2
$1.76M Buy
2022
Q1
$546K Buy
2021
Q4
$135K Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.25M Sell
2021
Q1
$1.94M Buy
2020
Q4
Sell
2020
Q3
$386K Buy
2020
Q2
Sell
2020
Q1
$67K Buy
2019
Q3
Sell
2019
Q2
$772K Buy
2019
Q1
$184K Buy