Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$898K Hold
2025
Q1
$735K Hold
2024
Q4
$999K Hold
2024
Q3
$1.08M Hold
2024
Q2
$889K Hold
2024
Q1
$1.35M Hold
2023
Q4
$1.35M Hold
2023
Q3
$1.93M Hold
2023
Q2
$2.11M Hold
2023
Q1
$1.7M Hold
2022
Q4
$1.5M Hold
2022
Q3
$1.61M Hold
2022
Q2
$1.15M Hold
2022
Q1
$1.31M Hold
2021
Q4
$1.71M Sell
2021
Q3
$11.7M Hold
2021
Q2
$12.9M Hold
2021
Q1
$8.01M Buy