Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
2025
Q1
$1.25M Buy
2024
Q4
$1.01M Buy
2024
Q3
$737K Buy
2024
Q2
$748K Buy
2024
Q1
$569K Buy
2023
Q4
$391K Buy
2023
Q3
$229K Buy
2022
Q4
Sell
2022
Q3
$607K Sell
2022
Q2
$834K Buy
2022
Q1
$639K Buy
2021
Q4
$585K Buy
2021
Q3
$358K Buy
2021
Q2
$345K Buy
2021
Q1
$218K Buy
2020
Q4
$200K Sell
2020
Q3
$346K Sell
2020
Q2
$505K Buy