Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.5M Hold
2024
Q3
$1.95M Hold
2024
Q2
$1.93M Hold
2024
Q1
$2.2M Hold
2023
Q4
$1.95M Hold
2023
Q3
$1.74M Buy
2022
Q2
Sell
2022
Q1
$1.25M Hold
2021
Q4
$1.43M Hold
2021
Q3
$1.27M Hold
2021
Q2
$1.22M Buy
2019
Q4
Sell
2019
Q3
$5M Buy
2018
Q4
Sell
2018
Q3
$4.37M Buy
2018
Q2
$3.97M Buy