Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.84M Buy
2024
Q3
$5.59M Buy
2024
Q2
Sell
2024
Q1
$8.6M Buy
2023
Q4
$270K Buy
2020
Q1
Sell
2019
Q4
$248K Sell
2019
Q3
$279K Buy
2019
Q2
$202K Hold
2019
Q1
$203K Buy