Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$578K Sell
2024
Q4
$1.75M Hold
2024
Q3
$2.09M Sell
2024
Q2
$3.36M Hold
2024
Q1
$4.51M Buy
2020
Q4
Sell
2020
Q3
$528K Sell
2020
Q2
$1.3M Hold
2020
Q1
$826K Buy
2019
Q4
$126K Sell
2019
Q3
$525K Sell
2019
Q2
$1.04M Sell
2019
Q1
$1.82M Buy
2018
Q4
$1.01M Buy