Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$625K Sell
2024
Q4
$770K Sell
2024
Q3
$4.86M Sell
2024
Q2
$6.66M Buy
2024
Q1
$3.54M Buy
2023
Q4
$1.09M Buy
2023
Q3
$309K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2020
Q2
Sell
2020
Q1
$131K Buy
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Sell
2019
Q1
$208K Buy