Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.83M Buy
2024
Q4
$1.98M Hold
2024
Q3
$1.96M Hold
2024
Q2
$2.17M Hold
2024
Q1
$2.97M Hold
2023
Q4
$2.3M Hold
2023
Q3
$1.62M Buy
2023
Q2
$544K Sell
2023
Q1
$565K Hold
2022
Q4
$671K Sell
2022
Q3
$1.22M Buy
2022
Q2
$1.1M Buy
2022
Q1
$3.29M Sell
2021
Q4
$3.66M Buy
2021
Q3
$4.5M Buy
2021
Q2
$5.04M Buy
2021
Q1
$5.13M Buy
2020
Q4
Sell
2020
Q3
$1.97M Sell
2020
Q2
$2.65M Sell
2020
Q1
$2.17M Buy
2019
Q4
$444K Buy