Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
2025
Q1
$4.13M Buy
2024
Q4
$3.91M Buy
2024
Q3
$1.58M Buy
2024
Q2
$1.84M Sell
2024
Q1
$1.78M Buy
2023
Q4
$1.22M Buy
2023
Q3
$349K Sell
2023
Q2
$431K Sell
2023
Q1
$405K Hold
2022
Q4
$325K Sell
2022
Q3
$669K Buy
2022
Q2
$282K Sell
2022
Q1
$1.02M Sell
2021
Q4
$1.29M Buy
2021
Q3
$1.19M Sell
2021
Q2
$1.1M Buy
2021
Q1
$945K Buy
2020
Q4
$656K Hold
2020
Q3
$497K Hold
2020
Q2
$495K Buy