Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.47M Buy
2024
Q4
$2.91M Buy
2024
Q3
$720K Buy
2024
Q2
$249K Buy
2024
Q1
$267K Buy
2023
Q2
Sell
2023
Q1
$414K Sell
2022
Q4
$349K Buy
2022
Q3
$435K Buy
2022
Q2
$364K Buy
2022
Q1
$378K Buy
2021
Q4
$548K Buy
2021
Q3
$570K Buy
2021
Q2
$301K Sell
2021
Q1
$318K Buy
2020
Q4
$310K Buy
2020
Q3
$203K Sell
2020
Q2
$334K Buy