Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
2025
Q1
$1.76M Buy
2024
Q4
$1.71M Hold
2024
Q3
$1.06M Buy
2024
Q1
Sell
2023
Q4
$1.63M Sell
2023
Q3
$3.01M Buy
2022
Q2
Sell
2022
Q1
$247K Buy
2019
Q4
Sell
2019
Q3
$550K Hold
2019
Q2
$682K Hold
2019
Q1
$646K Hold
2018
Q4
$447K Buy