Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.69M Sell
2025
Q1
$4.8M Buy
2024
Q4
$3.28M Buy
2024
Q3
$2.11M Sell
2024
Q2
$2.17M Sell
2024
Q1
$1.85M Sell
2023
Q4
$1.69M Buy
2023
Q3
$1.07M Buy
2023
Q2
$461K Buy
2023
Q1
$508K Hold
2022
Q4
$380K Buy
2022
Q3
$583K Hold
2022
Q2
$577K Buy
2022
Q1
$472K Hold
2021
Q4
$467K Buy
2021
Q3
$364K Buy
2021
Q2
$357K Buy
2021
Q1
$250K Buy