Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$807K Hold
2025
Q1
$931K Hold
2024
Q4
$775K Sell
2024
Q3
$2.58M Sell
2024
Q2
$3.08M Hold
2024
Q1
$3.18M Sell
2023
Q4
$3.47M Sell
2023
Q3
$5.02M Buy
2023
Q2
$2.35M Sell
2023
Q1
$2.31M Buy
2022
Q4
$1.66M Buy
2022
Q3
$1.19M Buy
2022
Q2
$875K Sell
2022
Q1
$4.42M Buy
2021
Q4
$2.99M Sell
2021
Q3
$3.63M Buy
2021
Q2
$3.85M Buy
2021
Q1
$3M Sell
2020
Q4
$3.04M Buy