Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.04M Sell
2024
Q3
$1.16M Hold
2024
Q2
$928K Hold
2024
Q1
$894K Hold
2023
Q4
$813K Sell
2023
Q3
$801K Hold
2023
Q2
$728K Sell
2023
Q1
$910K Sell
2022
Q4
$1.3M Buy
2022
Q3
$1.01M Hold
2022
Q2
$995K Hold
2022
Q1
$1.16M Hold
2021
Q4
$1.05M Buy
2021
Q3
$799K Hold
2021
Q2
$823K Hold
2021
Q1
$785K Hold
2020
Q4
$682K Buy