Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.22M Sell
2024
Q4
$3.27M Sell
2024
Q3
$3.23M Hold
2024
Q2
$2.96M Hold
2024
Q1
$3.32M Hold
2023
Q4
$3.01M Hold
2023
Q3
$2.74M Sell
2023
Q2
$2.96M Buy
2023
Q1
$2.82M Buy
2022
Q4
$2.43M Sell
2022
Q3
$1.95M Buy
2022
Q2
$2.19M Hold
2022
Q1
$2.28M Buy
2021
Q4
$2.22M Sell
2021
Q3
$2.27M Hold
2021
Q2
$2.39M Buy
2021
Q1
$2.01M Buy
2020
Q4
$2.17M Buy