Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
2025
Q1
$1.78M Hold
2024
Q4
$2M Hold
2024
Q3
$1.86M Sell
2024
Q2
$3.79M Buy
2024
Q1
$2.53M Hold
2023
Q4
$2.84M Hold
2023
Q3
$2.53M Hold
2023
Q2
$2.86M Hold
2023
Q1
$2.43M Hold
2022
Q4
$1.92M Sell
2022
Q3
$3.77M Sell
2022
Q2
$4M Buy
2022
Q1
$2.18M Hold
2021
Q4
$2.22M Hold
2021
Q3
$1.77M Buy
2021
Q2
$685K Sell
2021
Q1
$733K Sell
2020
Q4
$862K Sell
2020
Q3
$926K Hold
2020
Q2
$730K Sell
2020
Q1
$636K Hold
2019
Q4
$734K Buy