Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$341K Sell
2024
Q4
$2.57M Sell
2024
Q3
$5.87M Buy
2024
Q1
Sell
2023
Q4
$661K Sell
2023
Q3
$2.68M Buy
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2020
Q3
Sell
2020
Q2
$26.9M Buy
2019
Q3
Sell
2019
Q2
$536K Buy