Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
2025
Q1
$1.11M Sell
2024
Q4
$1.07M Hold
2024
Q3
$854K Hold
2024
Q2
$813K Buy
2024
Q1
$716K Sell
2023
Q4
$599K Buy
2023
Q3
$447K Sell
2023
Q2
$648K Sell
2023
Q1
$462K Hold
2022
Q4
$462K Hold
2022
Q3
$369K Buy
2022
Q2
$256K Buy
2022
Q1
$293K Sell
2021
Q4
$476K Hold
2021
Q3
$482K Buy