Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
2024
Q1
Sell
2023
Q4
$1.42M Sell
2023
Q3
$2.02M Sell
2023
Q2
$2.41M Buy
2023
Q1
$1.02M Buy
2022
Q2
Sell
2022
Q1
$620K Buy
2021
Q1
Sell
2020
Q4
$328K Buy
2019
Q4
$206K Buy