Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.39M Sell
2025
Q1
$4.28M Buy
2024
Q4
$3.9M Sell
2024
Q3
$3.87M Buy
2023
Q2
$3.77M Buy
2023
Q1
$3.76M Buy
2022
Q4
$3.37M Buy
2022
Q3
$2.57M Buy
2022
Q2
$2.45M Buy
2022
Q1
$3M Buy
2021
Q4
$3.03M Buy
2021
Q3
$2.54M Buy
2021
Q2
$2.29M Buy
2021
Q1
$1.72M Buy
2020
Q4
$970K Buy