Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.99M Sell
2025
Q1
$4.01M Buy
2024
Q4
$1.78M Hold
2024
Q3
$1.6M Sell
2024
Q2
$1.54M Buy
2024
Q1
$1.5M Buy
2023
Q4
$1.26M Buy
2023
Q3
$1.21M Hold
2023
Q2
$1.16M Buy
2023
Q1
$1.05M Hold
2022
Q4
$953K Hold
2022
Q3
$800K Buy
2022
Q2
$640K Buy
2022
Q1
$558K Buy
2020
Q4
Sell
2020
Q3
$1.18M Buy
2020
Q2
$1.17M Sell
2020
Q1
$1.28M Buy
2019
Q4
Hold