Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
2025
Q1
$280K Buy
2024
Q4
$133K Sell
2024
Q3
$3.63M Sell
2024
Q2
$3.83M Buy
2024
Q1
$4.1M Buy
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q3
Sell
2022
Q2
$304K Sell
2022
Q1
$1.2M Buy
2021
Q4
$644K Sell
2021
Q3
$1.05K Buy
2020
Q2
Sell
2020
Q1
$254K Sell
2019
Q4
$351K Buy
2019
Q3
Hold