Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
2025
Q1
$2.14M Sell
2024
Q4
$3.01M Sell
2024
Q3
$3.13M Buy
2024
Q2
$2.96M Sell
2024
Q1
$3.02M Sell
2023
Q4
$2.53M Hold
2023
Q3
$2.24M Buy
2023
Q2
$2.09M Buy
2023
Q1
$1.61M Buy
2022
Q4
$899K Hold
2022
Q3
$763K Buy
2022
Q2
$696K Buy
2022
Q1
$823K Buy
2021
Q4
$919K Sell
2021
Q3
$824K Buy