Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
2025
Q1
$1.97M Buy
2024
Q4
$422K Hold
2024
Q3
$424K Hold
2024
Q2
$332K Hold
2024
Q1
$367K Sell
2023
Q4
$315K Hold
2023
Q3
$270K Hold
2023
Q2
$258K Hold
2023
Q1
$252K Sell
2022
Q4
$1.14M Buy
2022
Q3
$953K Hold
2022
Q2
$1.13M Buy
2022
Q1
$1.04M Buy
2021
Q4
$935K Sell
2021
Q3
$6.08M Sell
2021
Q2
$6.57M Buy
2019
Q4
Sell
2019
Q3
$3.09M Buy
2019
Q2
$2.6M Buy
2019
Q1
$2.56M Buy