Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.49M Sell
2025
Q1
$5.11M Buy
2024
Q4
$1.36M Sell
2024
Q3
$2.65M Buy
2024
Q2
$2.19M Buy
2024
Q1
$1.92M Buy
2023
Q4
$1.07M Buy
2023
Q3
$646K Sell
2023
Q2
$754K Buy
2023
Q1
$522K Buy
2022
Q4
$57K Sell
2022
Q3
$165K Buy
2022
Q2
$11K Hold
2022
Q1
$18K Hold
2021
Q4
$22K Hold
2021
Q3
$23K Sell
2021
Q2
$125K Sell
2021
Q1
$228K Buy
2020
Q4
$160K Buy