Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$935K Hold
2025
Q1
$1.06M Hold
2024
Q4
$895K Hold
2024
Q3
$9.95M Hold
2024
Q2
$864K Hold
2024
Q1
$917K Hold
2023
Q4
$781K Hold
2023
Q3
$751K Hold
2023
Q2
$679K Hold
2023
Q1
$803K Hold
2022
Q4
$814K Sell
2022
Q3
$2.69M Hold
2022
Q2
$3.07M Hold
2022
Q1
$3.25M Buy
2021
Q4
$1.35M Buy