Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.38M Hold
2025
Q2
$2.1M Hold
2025
Q1
$1.86M Hold
2024
Q4
$2.07M Hold
2024
Q3
$1.92M Hold
2024
Q2
$2.17M Hold
2024
Q1
$2.58M Hold
2023
Q4
$1.96M Hold
2023
Q3
$1.76M Sell
2023
Q2
$1.93M Sell
2023
Q1
$1.85M Sell
2022
Q4
$1.36M Hold
2022
Q3
$1.18M Buy
2022
Q2
$1.51M Buy
2022
Q1
$1.63M Buy
2021
Q4
$1.72M Hold
2021
Q3
$1.88M Buy
2021
Q2
$1.56M Buy
2021
Q1
$956K Buy
2020
Q4
$858K Buy