Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.62M Hold
2024
Q3
$1.48M Hold
2024
Q2
$1.1M Hold
2024
Q1
$1.27M Hold
2023
Q4
$1.17M Hold
2023
Q3
$1.11M Hold
2023
Q2
$1.27M Buy
2023
Q1
$805K Hold
2022
Q4
$755K Buy
2022
Q3
$818K Hold
2022
Q2
$663K Hold
2022
Q1
$1.1M Buy
2021
Q4
$717K Buy
2021
Q3
$520K Sell
2021
Q2
$816K Sell
2021
Q1
$1.21M Hold
2020
Q4
$1.17M Hold
2020
Q3
$985K Sell
2020
Q2
$2.94M Buy