Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.83M Buy
2025
Q1
$6.6M Sell
2024
Q4
$7.43M Sell
2024
Q3
$8.74M Sell
2024
Q2
$10M Sell
2024
Q1
$11.2M Buy
2023
Q4
$9.14M Buy
2023
Q3
$380K Sell
2023
Q2
$564K Sell
2023
Q1
$595K Hold
2022
Q4
$620K Hold
2022
Q3
$481K Hold
2022
Q2
$509K Buy
2022
Q1
$434K Hold
2021
Q4
$405K Hold
2021
Q3
$397K Hold
2021
Q2
$411K Buy