Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$747K Buy
2025
Q1
$836K Sell
2024
Q4
$1.31M Buy
2024
Q3
$1.38M Sell
2024
Q2
$1.22M Buy
2024
Q1
$1.36M Buy
2023
Q4
$1.01M Hold
2023
Q3
$932K Hold
2023
Q2
$909K Sell
2023
Q1
$3.07M Buy
2022
Q4
$2.73M Buy
2022
Q3
$1.36M Buy
2022
Q2
$912K Sell
2022
Q1
$3.25M Sell
2021
Q4
$4.15M Sell
2021
Q3
$11.8M Sell
2021
Q2
$12.5M Buy
2021
Q1
$5.97M Hold
2020
Q4
$6.22M Buy
2020
Q3
$3.55M Sell
2020
Q2
$2.91M Hold
2020
Q1
$3.03M Hold
2019
Q4
$3.1M Hold
2019
Q3
$2.51M Buy