Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.04M Sell
2025
Q1
$6.41M Buy
2024
Q4
$4.88M Buy
2024
Q3
$4.45M Buy
2024
Q2
$2.25M Buy
2024
Q1
$1.43M Buy
2023
Q4
$1.56M Buy
2023
Q3
$712K Hold
2023
Q2
$807K Sell
2023
Q1
$814K Buy
2022
Q4
$608K Hold
2022
Q3
$647K Sell
2022
Q2
$756K Hold
2022
Q1
$966K Sell
2021
Q4
$1.02M Buy
2020
Q4
Sell
2020
Q3
$1.16M Buy
2020
Q2
Sell
2020
Q1
$645K Sell
2019
Q4
$751K Buy