Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.44M Sell
2025
Q4
$4.94M Sell
2025
Q3
$4.79M Sell
2025
Q2
$5.05M Hold
2025
Q1
$3.89M Buy
2024
Q4
$3.91M Sell
2024
Q3
$4.92M Hold
2024
Q2
$4.2M Hold
2024
Q1
$3.7M Hold
2023
Q4
$3.16M Hold
2023
Q3
$3.06M Hold
2023
Q2
$3.33M Buy
2023
Q1
$2.14M Hold
2022
Q4
$2.18M Hold
2022
Q3
$1.89M Hold
2022
Q2
$2.04M Hold
2022
Q1
$2.18M Hold
2021
Q4
$1.95M Hold
2021
Q3
$1.9M Hold
2021
Q2
$1.85M Hold
2021
Q1
$1.79M Hold
2020
Q4
$1.8M Buy
2020
Q3
$1.06M Buy
2020
Q2
$838K Hold
2020
Q1
$816K Buy
2019
Q4
$415K Buy