Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.68M Hold
2025
Q1
$2.73M Hold
2024
Q4
$3.46M Sell
2024
Q3
$8.89M Buy
2024
Q2
$4.55M Buy
2024
Q1
$516K Hold
2023
Q4
$346K Hold
2023
Q3
$312K Hold
2023
Q2
$245K Hold
2023
Q1
$182K Buy
2022
Q4
Sell
2022
Q3
$155K Hold
2022
Q2
$209K Hold
2022
Q1
$227K Hold
2021
Q4
$254K Sell
2021
Q3
$471K Hold
2021
Q2
$451K Hold
2021
Q1
$399K Buy
2020
Q4
$222K Hold
2020
Q3
$205K Buy