Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.62M Hold
2024
Q4
$3.34M Hold
2024
Q3
$4.16M Hold
2024
Q2
$3.72M Buy
2024
Q1
$3.84M Sell
2023
Q4
$3.82M Buy
2023
Q3
$2.54M Buy
2023
Q2
$740K Buy
2022
Q4
$102K Sell
2022
Q3
$97K Buy
2022
Q2
$102K Buy
2021
Q2
Sell
2021
Q1
$2.43M Hold
2020
Q4
$2.75M Hold
2020
Q3
$2.28M Buy