Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
2025
Q1
$1.12M Buy
2024
Q4
$1.06M Buy
2024
Q3
$1.01M Buy
2024
Q2
$387K Sell
2024
Q1
$379K Sell
2023
Q4
$319K Buy
2023
Q3
Sell
2023
Q2
$417K Buy
2023
Q1
$225K Buy
2021
Q4
Sell
2021
Q3
$652K Sell
2021
Q2
$983K Buy
2021
Q1
$436K Hold
2020
Q4
$345K Buy
2020
Q3
$226K Buy
2020
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$217K Buy