Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$3.03M Buy
2024
Q3
$630K Sell
2024
Q2
$2.73M Sell
2024
Q1
$3.06M Buy
2023
Q4
$460K Buy
2023
Q3
Sell
2023
Q2
$1.36M Buy
2020
Q2
Sell
2020
Q1
$3K Hold
2019
Q4
$5K Hold
2019
Q3
$4K Hold
2019
Q2
$3K Hold
2019
Q1
$2K Hold
2018
Q4
$1K Buy