Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
2025
Q1
$1.25M Buy
2024
Q4
$1.16M Buy
2024
Q3
$1.37M Hold
2024
Q2
$1.46M Sell
2024
Q1
$1.24M Buy
2023
Q4
$1.03M Sell
2023
Q3
$849K Sell
2023
Q2
$912K Hold
2023
Q1
$751K Hold
2022
Q4
$709K Sell
2022
Q3
$781K Hold
2022
Q2
$822K Sell
2022
Q1
$946K Sell
2021
Q4
$1.11M Buy
2021
Q3
$849K Sell
2021
Q2
$827K Hold
2021
Q1
$843K Sell
2020
Q4
$661K Buy