Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.44M Hold
2024
Q4
$5.12M Hold
2024
Q3
$4.16M Hold
2024
Q2
$4.03M Sell
2024
Q1
$3.79M Buy
2023
Q4
$2.75M Buy
2023
Q3
$2.52M Hold
2023
Q2
$2.44M Buy
2022
Q4
$2.86M Hold
2022
Q3
$2.7M Hold
2022
Q2
$2.37M Sell
2022
Q1
$2.54M Hold
2021
Q4
$2.05M Hold
2021
Q3
$2.02M Hold
2021
Q2
$2.29M Sell
2021
Q1
$3.43M Hold
2020
Q4
$2.82M Hold
2020
Q3
$2.07M Buy
2020
Q2
$581K Hold
2020
Q1
$526K Buy