Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.3M Sell
2025
Q1
$2.98M Buy
2024
Q4
$2.03M Sell
2024
Q3
$1.88M Hold
2024
Q2
$1.92M Buy
2024
Q1
$1.39M Sell
2023
Q4
$854K Buy
2023
Q3
$737K Hold
2023
Q2
$717K Sell
2023
Q1
$564K Sell
2022
Q4
$303K Hold
2022
Q3
$252K Hold
2022
Q2
$315K Buy
2022
Q1
$348K Hold
2021
Q4
$375K Hold
2021
Q3
$264K Hold
2021
Q2
$255K Buy