Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.88M Buy
2025
Q1
$1.13M Buy
2024
Q4
$770K Sell
2024
Q3
$1.27M Sell
2024
Q2
$1.41M Buy
2024
Q1
$925K Hold
2023
Q4
$823K Sell
2023
Q3
$1.72M Buy
2023
Q2
$1.07M Sell
2023
Q1
$1.2M Buy
2022
Q4
$895K Buy
2022
Q3
$658K Buy
2022
Q2
$400K Sell
2022
Q1
$632K Hold
2021
Q4
$776K Buy
2021
Q3
$482K Hold
2021
Q2
$512K Buy
2021
Q1
$436K Hold
2020
Q4
$410K Buy