Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.41M Buy
2024
Q4
$1.57M Buy
2024
Q3
$1.52M Buy
2024
Q2
$1.28M Hold
2024
Q1
$1.27M Hold
2023
Q4
$1.11M Hold
2023
Q3
$1.18M Hold
2023
Q2
$1.3M Hold
2023
Q1
$1.1M Hold
2022
Q4
$1.06M Hold
2022
Q3
$864K Hold
2022
Q2
$968K Hold
2022
Q1
$1.09M Hold
2021
Q4
$952K Hold
2021
Q3
$788K Hold
2021
Q2
$763K Hold
2021
Q1
$768K Buy