Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.62M Hold
2025
Q1
$1.92M Sell
2024
Q4
$2.89M Buy
2024
Q3
$2.53M Buy
2024
Q2
$1.42M Sell
2024
Q1
$1.11M Sell
2023
Q4
$857K Hold
2023
Q3
$716K Hold
2023
Q2
$832K Sell
2023
Q1
$1.32M Sell
2022
Q4
$1.12M Buy
2022
Q3
$565K Hold
2022
Q2
$674K Hold
2022
Q1
$859K Sell
2021
Q4
$1.59M Buy
2021
Q3
$1.39M Buy
2021
Q2
$990K Sell
2021
Q1
$1.1M Sell
2020
Q4
$1.02M Sell
2020
Q3
$1M Buy
2020
Q2
$303K Buy