Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.41M Buy
2024
Q4
Sell
2024
Q3
$4.62M Sell
2024
Q2
$9.66M Buy
2024
Q1
Sell
2023
Q4
$6.43M Sell
2023
Q3
$9.04M Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q3
Sell
2022
Q2
$10.1M Buy
2022
Q1
$8.99M Buy
2020
Q4
Sell
2020
Q3
$203K Buy
2020
Q1
Sell
2019
Q4
$27K Buy
2019
Q3
Hold