Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$794K Buy
2025
Q1
$516K Buy
2024
Q4
Sell
2024
Q3
$1.67M Sell
2024
Q2
$1.83M Sell
2024
Q1
$9.51M Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$5.58M Buy
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q1
Sell
2021
Q4
$736K Buy
2018
Q3
$465K Buy