Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.36M Sell
2025
Q1
$5.99M Buy
2024
Q4
$4.58M Buy
2024
Q3
$6.02M Buy
2024
Q2
$4.97M Buy
2024
Q1
$5.4M Buy
2023
Q4
$6.18M Buy
2023
Q3
$4.95M Buy
2023
Q2
$4.72M Buy
2023
Q1
$3.02M Buy
2022
Q4
$3.13M Buy
2022
Q3
$292K Hold
2022
Q2
$321K Hold
2022
Q1
$438K Hold
2021
Q4
$307K Hold
2021
Q3
$306K Hold
2021
Q2
$500K Hold
2021
Q1
$381K Hold
2020
Q4
$368K Hold
2020
Q3
$232K Hold
2020
Q2
$226K Hold
2020
Q1
$182K Buy