Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
2025
Q1
$1.16M Sell
2024
Q4
$1.27M Sell
2024
Q3
$1.47M Buy
2024
Q2
$1.13M Buy
2024
Q1
$724K Sell
2023
Q4
$684K Sell
2023
Q3
$734K Buy
2023
Q2
$642K Buy
2023
Q1
$397K Buy
2022
Q4
$382K Hold
2022
Q3
$349K Buy
2022
Q2
$327K Buy
2022
Q1
$400K Sell
2021
Q4
$382K Hold
2021
Q3
$379K Buy
2021
Q2
$381K Sell
2021
Q1
$420K Buy
2020
Q4
$434K Buy