Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2025
Q1
$992K Hold
2024
Q4
$1.12M Sell
2024
Q3
$1.46M Sell
2024
Q2
$1.19M Sell
2024
Q1
$1.3M Sell
2023
Q4
$1.23M Buy
2023
Q3
$1M Hold
2023
Q2
$1.07M Hold
2023
Q1
$936K Buy
2022
Q4
$756K Hold
2022
Q3
$654K Buy
2022
Q2
$653K Buy
2022
Q1
$549K Sell
2021
Q4
$2.25M Hold
2021
Q3
$1.82M Buy
2021
Q2
Sell
2021
Q1
$1.79M Hold
2020
Q4
$1.55M Sell
2020
Q3
$1.56M Buy
2020
Q2
$1.22M Buy