Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.68M Buy
2025
Q1
$3.05M Buy
2024
Q4
$1.49M Sell
2024
Q3
$1.36M Buy
2024
Q2
$1.2M Buy
2024
Q1
$747K Buy
2023
Q4
$515K Sell
2023
Q3
$637K Buy
2023
Q2
$515K Sell
2023
Q1
$1.31M Buy
2022
Q4
$810K Buy
2022
Q3
$734K Buy
2022
Q2
$709K Buy
2022
Q1
$848K Sell
2021
Q4
$1.01M Buy
2021
Q3
$913K Buy
2021
Q2
$634K Buy
2021
Q1
$352K Buy
2020
Q4
$302K Sell
2020
Q3
$366K Buy