Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.46M Sell
2025
Q1
$3.45M Buy
2024
Q4
$2.6M Buy
2024
Q3
$1.78M Buy
2023
Q3
Sell
2023
Q2
$479K Hold
2023
Q1
$455K Buy
2022
Q4
Sell
2022
Q3
$1.75M Buy
2022
Q2
$1.86M Hold
2022
Q1
$2.1M Buy
2021
Q2
Sell
2021
Q1
$2.22M Sell
2020
Q4
$2.55M Buy