Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.07M Sell
2024
Q4
$1.23M Buy
2024
Q3
$1.21M Sell
2024
Q2
$1.36M Buy
2024
Q1
$1.29M Buy
2023
Q4
$841K Buy
2023
Q3
$760K Buy
2023
Q2
$803K Sell
2023
Q1
$861K Buy
2022
Q4
$890K Buy
2022
Q3
$390K Buy
2022
Q2
$358K Hold
2022
Q1
$322K Buy
2021
Q4
$294K Buy
2021
Q3
$283K Sell
2021
Q2
$300K Sell
2021
Q1
$290K Hold
2020
Q4
$308K Hold
2020
Q3
$312K Hold
2020
Q2
$291K Hold
2020
Q1
$289K Buy