Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2025
Q1
$1.66M Sell
2024
Q4
$2.46M Buy
2024
Q3
$1.64M Buy
2024
Q2
$196K Sell
2024
Q1
$2.97M Sell
2023
Q4
$3.92M Buy
2023
Q3
$1.68M Buy
2023
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold
2018
Q3
$1.22M Buy