Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.37M Buy
2024
Q4
$3.97M Buy
2024
Q3
$3.13M Buy
2022
Q2
Sell
2022
Q1
$1.32M Sell
2021
Q4
$1.52M Sell
2021
Q3
$1.41M Buy
2021
Q2
$1.35M Buy
2020
Q4
Sell
2020
Q3
$901K Buy
2020
Q2
$630K Buy
2020
Q1
$301K Hold
2019
Q4
$365K Buy