Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Hold
2025
Q1
$2.04M Buy
2024
Q4
$1.84M Hold
2024
Q3
$1.92M Hold
2024
Q2
$1.7M Hold
2024
Q1
$1.73M Hold
2023
Q4
$1.5M Hold
2023
Q3
$1.39M Sell
2023
Q2
$1.48M Hold
2023
Q1
$1.5M Hold
2022
Q4
$1.7M Buy
2022
Q3
$1.09M Buy
2022
Q2
$977K Hold
2022
Q1
$1.06M Buy
2021
Q4
$746K Hold
2021
Q3
$669K Hold
2021
Q2
$616K Hold
2021
Q1
$612K Sell
2020
Q4
$602K Sell
2020
Q3
$463K Sell
2020
Q2
$540K Sell
2020
Q1
$508K Buy