Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.37M Hold
2025
Q1
$1.21M Hold
2024
Q4
$1.11M Hold
2024
Q3
$1.03M Sell
2024
Q2
$1.27M Hold
2024
Q1
$1.23M Hold
2023
Q4
$974K Hold
2023
Q3
$815K Hold
2023
Q2
$862K Hold
2023
Q1
$797K Hold
2022
Q4
$650K Sell
2022
Q3
$577K Sell
2022
Q2
$832K Sell
2022
Q1
$1.06M Hold
2021
Q4
$1.34M Buy
2021
Q3
$1.28M Buy
2021
Q2
$1.25M Buy
2021
Q1
$774K Buy