Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
2025
Q1
$718K Hold
2024
Q4
$976K Sell
2024
Q3
$1.22M Buy
2024
Q2
$970K Hold
2024
Q1
$1.47M Hold
2023
Q4
$1.47M Buy
2023
Q3
$1.48M Sell
2023
Q2
$3.05M Buy
2023
Q1
$1.23M Hold
2022
Q4
$1.09M Buy
2022
Q3
$855K Sell
2022
Q2
$719K Buy
2022
Q1
$746K Buy
2021
Q4
$883K Buy
2021
Q3
$801K Buy