Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
2025
Q1
$1.44M Buy
2024
Q4
$1.26M Hold
2024
Q3
$1.33M Buy
2024
Q2
$990K Buy
2024
Q1
Sell
2023
Q4
$3.12M Buy
2023
Q3
$811K Buy
2023
Q2
$793K Hold
2023
Q1
$833K Sell
2022
Q4
$984K Buy
2022
Q3
$848K Sell
2022
Q2
$2.45M Buy
2022
Q1
$2.78M Buy
2021
Q4
$1.35M Sell
2021
Q3
$1.34M Sell
2021
Q2
$1.99M Hold
2021
Q1
$2.05M Buy