Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.92M Buy
2025
Q1
$3.13M Sell
2024
Q4
$3.6M Buy
2024
Q3
$2.11M Buy
2024
Q2
$1.31M Buy
2024
Q1
$889K Buy
2023
Q4
$786K Buy
2023
Q3
$502K Sell
2023
Q2
$650K Buy
2023
Q1
$413K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
$404K Buy
2021
Q3
$365K Hold
2021
Q2
$393K Hold
2021
Q1
$298K Hold
2020
Q4
$304K Buy
2020
Q3
Sell
2020
Q2
$285K Buy