Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.35M Buy
2025
Q1
$2.24M Buy
2024
Q4
$2.65M Buy
2024
Q3
$2.22M Buy
2024
Q2
$2.06M Buy
2024
Q1
$1.44M Buy
2023
Q4
$774K Buy
2023
Q3
$651K Buy
2023
Q2
$606K Buy
2023
Q1
$312K Buy
2022
Q3
Sell
2022
Q2
$712K Hold
2022
Q1
$1.28M Buy
2021
Q4
$285K Sell
2021
Q3
$211K Buy