Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.83M Sell
2025
Q1
$2.68M Hold
2024
Q4
$3.2M Hold
2024
Q3
$3.27M Hold
2024
Q2
$2.67M Hold
2024
Q1
$2.4M Hold
2023
Q4
$2.02M Hold
2023
Q3
$2.03M Hold
2023
Q2
$2.29M Hold
2023
Q1
$1.78M Buy
2022
Q4
$1.52M Hold
2022
Q3
$1.14M Hold
2022
Q2
$1.3M Hold
2022
Q1
$1.54M Hold
2021
Q4
$1.62M Hold
2021
Q3
$1.62M Hold
2021
Q2
$1.45M Hold
2021
Q1
$1.3M Hold
2020
Q4
$1.2M Hold
2020
Q3
$1.11M Hold
2020
Q2
$1.03M Buy