Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
2025
Q1
$1.66M Sell
2024
Q4
$2.15M Buy
2024
Q3
$2.06M Buy
2024
Q2
$1.6M Buy
2024
Q1
$1.38M Buy
2023
Q4
$1.08M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.19M Hold
2023
Q1
$1.19M Sell
2022
Q4
$1.28M Buy
2022
Q3
$946K Buy
2022
Q2
$751K Buy
2022
Q1
$686K Buy
2021
Q4
$677K Buy
2021
Q3
$598K Hold
2021
Q2
$534K Buy
2021
Q1
$473K Buy
2020
Q4
$355K Buy
2020
Q3
$237K Buy