Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
2025
Q1
$1.46M Sell
2024
Q4
$1.72M Hold
2024
Q3
$1.62M Buy
2024
Q2
$1.38M Hold
2024
Q1
$1.5M Buy
2023
Q4
$1.46M Sell
2023
Q3
$1.55M Sell
2023
Q2
$1.68M Hold
2023
Q1
$1.55M Hold
2022
Q4
$1.41M Sell
2022
Q3
$1.25M Hold
2022
Q2
$1.44M Hold
2022
Q1
$1.62M Sell
2021
Q4
$1.88M Hold
2021
Q3
$1.75M Hold
2021
Q2
$1.78M Buy