Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Hold
2025
Q1
$2.04M Hold
2024
Q4
$1.9M Sell
2024
Q3
$2.4M Hold
2024
Q2
$2.16M Buy
2024
Q1
$1.83M Hold
2023
Q4
$1.78M Sell
2023
Q3
$1.99M Buy
2023
Q2
$776K Hold
2023
Q1
$754K Sell
2022
Q4
$1.94M Sell
2022
Q3
$1.89M Buy
2022
Q2
$1.31M Buy
2022
Q1
$616K Sell
2021
Q4
$1.17M Hold
2021
Q3
$1.18M Hold
2021
Q2
$1.21M Sell
2021
Q1
$1.16M Sell
2020
Q4
$2.02M Sell
2020
Q3
$1.79M Hold
2020
Q2
$1.89M Hold
2020
Q1
$1.71M Buy
2019
Q4
$2.19M Buy
2019
Q3
$1.64M Hold
2019
Q2
$1.54M Buy