Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
2025
Q1
$998K Sell
2024
Q4
$965K Hold
2024
Q3
$1.15M Sell
2024
Q2
$1.16M Buy
2024
Q1
$972K Hold
2023
Q4
$995K Hold
2023
Q3
$1.07M Hold
2023
Q2
$1.08M Hold
2023
Q1
$1.09M Buy
2022
Q3
Sell
2022
Q2
$1.1M Hold
2022
Q1
$1.13M Buy
2021
Q4
Sell
2021
Q3
$579K Sell
2021
Q2
$816K Sell
2021
Q1
$989K Hold
2020
Q4
$908K Sell
2020
Q3
$1.5M Buy
2020
Q2
$1.06M Buy