Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.41M Hold
2025
Q1
$3.99M Sell
2024
Q4
$5.6M Sell
2024
Q3
$5.49M Sell
2024
Q2
$4.63M Buy
2024
Q1
$4.31M Hold
2023
Q4
$4.07M Hold
2023
Q3
$3.67M Sell
2023
Q2
$3.44M Sell
2023
Q1
$4.48M Hold
2022
Q4
$4.49M Hold
2022
Q3
$4.53M Hold
2022
Q2
$4.79M Hold
2022
Q1
$6.54M Buy
2021
Q4
$6.75M Buy
2021
Q3
$4.59M Buy
2021
Q2
$2.91M Buy
2021
Q1
$2.73M Hold
2020
Q4
$2.31M Buy
2020
Q3
$1.52M Buy
2020
Q2
$1.16M Buy
2020
Q1
$610K Buy
2019
Q4
$673K Buy