Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.72M Sell
2025
Q1
$2.17M Sell
2024
Q4
$2.25M Buy
2024
Q3
$2.47M Buy
2024
Q2
$2.42M Sell
2024
Q1
$2.27M Buy
2023
Q4
$1.88M Buy
2023
Q3
$542K Sell
2023
Q2
$617K Sell
2023
Q1
$520K Buy
2022
Q4
$490K Buy
2022
Q1
Sell
2021
Q4
$72K Buy
2018
Q2
Hold
2018
Q1
Hold