Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Hold
2025
Q1
$1.95M Hold
2024
Q4
$1.64M Hold
2024
Q3
$2.06M Hold
2024
Q2
$1.96M Hold
2024
Q1
$2.15M Hold
2023
Q4
$1.78M Hold
2023
Q3
$1.7M Hold
2023
Q2
$1.67M Hold
2023
Q1
$1.52M Hold
2022
Q4
$1.97M Hold
2022
Q3
$1.65M Hold
2022
Q2
$1.56M Hold
2022
Q1
$1.42M Hold
2021
Q4
$1.36M Hold
2021
Q3
$1.19M Hold
2021
Q2
$1.41M Hold
2021
Q1
$1.43M Hold
2020
Q4
$1.24M Hold
2020
Q3
$1M Sell
2020
Q2
$1.11M Hold
2020
Q1
$1.05M Hold
2019
Q4
$1.21M Hold
2019
Q3
$901K Sell
2019
Q2
$936K Hold
2019
Q1
$955K Hold
2018
Q4
$1.13M Buy