Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
2025
Q1
$2M Buy
2023
Q2
Sell
2023
Q1
$129K Sell
2022
Q4
$632K Sell
2022
Q3
$768K Sell
2022
Q2
$1.65M Hold
2022
Q1
$1.91M Hold
2021
Q4
$1.43M Hold
2021
Q3
$1.98M Buy
2021
Q2
$1.86M Hold
2021
Q1
$2.21M Hold
2020
Q4
$1.79M Sell
2020
Q3
$1.37M Sell
2020
Q2
$2.49M Buy