Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
2025
Q1
$1.19M Hold
2024
Q4
$1.42M Buy
2024
Q3
$1.23M Hold
2024
Q2
$1.24M Buy
2024
Q1
$1.27M Buy
2023
Q4
$1.13M Buy
2023
Q3
$546K Buy
2023
Q2
$344K Hold
2023
Q1
$310K Buy
2022
Q4
$228K Buy
2022
Q1
Sell
2021
Q4
$224K Sell
2021
Q3
$474K Buy
2021
Q2
$260K Buy
2021
Q1
$197K Buy