Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
2025
Q1
$1.41M Hold
2024
Q4
$1.44M Buy
2024
Q3
$1.5M Hold
2024
Q2
$1.18M Sell
2024
Q1
$1.26M Sell
2023
Q4
$1.2M Buy
2023
Q3
$419K Sell
2023
Q2
$629K Hold
2023
Q1
$630K Hold
2022
Q4
$599K Hold
2022
Q3
$628K Hold
2022
Q2
$603K Sell
2022
Q1
$698K Hold
2021
Q4
$750K Hold
2021
Q3
$759K Sell
2021
Q2
$753K Hold
2021
Q1
$593K Hold
2020
Q4
$649K Hold
2020
Q3
$524K Buy
2020
Q2
$279K Hold
2020
Q1
$215K Buy