Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.21M Hold
2025
Q1
$2.29M Buy
2024
Q4
$1.81M Hold
2024
Q3
$1.69M Hold
2024
Q2
$1.62M Buy
2024
Q1
$1.27M Buy
2023
Q4
$812K Buy
2023
Q3
Sell
2023
Q2
$726K Buy
2023
Q1
Sell
2022
Q4
$702K Buy
2022
Q3
Sell
2022
Q2
$624K Hold
2022
Q1
$710K Hold
2021
Q4
$640K Hold
2021
Q3
$609K Buy