Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$978K Buy
2024
Q3
Sell
2024
Q2
$812K Buy
2024
Q1
$762K Buy
2023
Q4
Sell
2023
Q3
$420K Buy
2021
Q4
Sell
2021
Q3
$5.83M Sell
2021
Q2
$11.4M Hold
2021
Q1
$12.2M Buy
2018
Q4
Sell
2018
Q3
$281K Buy