Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.32M Hold
2024
Q3
$1.19M Sell
2024
Q2
$1.2M Buy
2021
Q4
Sell
2021
Q3
$957K Hold
2021
Q2
$1.18M Buy
2020
Q1
Sell
2019
Q4
$1M Buy
2019
Q2
Sell
2019
Q1
$1.7M Buy