Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.74M Sell
2025
Q1
$2.5M Buy
2024
Q4
$2.37M Buy
2024
Q3
$2.06M Sell
2024
Q2
$1.91M Buy
2024
Q1
$1.92M Buy
2023
Q4
$1.85M Hold
2023
Q3
$1.95M Sell
2023
Q2
$1.92M Buy
2023
Q1
$1.91M Sell
2022
Q4
$1.87M Buy
2022
Q3
$1.56M Hold
2022
Q2
$1.66M Hold
2022
Q1
$2.17M Buy
2021
Q4
$2.25M Buy