Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.58M Buy
2025
Q1
$5.95M Buy
2024
Q3
Sell
2024
Q2
$206K Buy
2024
Q1
Sell
2023
Q4
$145K Hold
2023
Q3
$115K Hold
2023
Q2
$121K Hold
2023
Q1
$94K Hold
2022
Q4
$94K Hold
2022
Q3
$76K Hold
2022
Q2
$80K Hold
2022
Q1
$92K Hold
2021
Q4
$108K Hold
2021
Q3
$84K Hold
2021
Q2
$81K Hold
2021
Q1
$83K Hold
2020
Q4
$65K Buy