Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2025
Q1
$817K Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.3M Buy
2024
Q2
$1.27M Buy
2024
Q1
$1.01M Buy
2023
Q4
$696K Sell
2023
Q3
$953K Hold
2023
Q2
$978K Hold
2023
Q1
$775K Hold
2022
Q4
$630K Hold
2022
Q3
$848K Buy
2022
Q2
$752K Hold
2022
Q1
$1.15M Hold
2021
Q4
$1.18M Buy