Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.12M Buy
2024
Q4
$1M Sell
2024
Q3
$917K Hold
2024
Q2
$677K Buy
2024
Q1
$327K Buy
2023
Q4
$216K Hold
2023
Q3
$195K Hold
2023
Q2
$227K Hold
2023
Q1
$211K Hold
2022
Q4
$189K Buy
2022
Q3
$176K Buy
2022
Q2
$173K Buy
2022
Q1
$166K Buy
2021
Q4
$205K Sell
2021
Q3
$992K Buy
2021
Q2
$1.03M Buy