Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$850K Hold
2025
Q1
$908K Hold
2024
Q4
$1.08M Hold
2024
Q3
$1.04M Hold
2024
Q2
$1.16M Hold
2024
Q1
$1.56M Sell
2023
Q4
$1.33M Hold
2023
Q3
$988K Hold
2023
Q2
$1.05M Hold
2023
Q1
$781K Hold
2022
Q4
$679K Sell
2022
Q3
$758K Buy
2022
Q2
$924K Hold
2022
Q1
$1.11M Sell
2021
Q4
$2.32M Buy
2021
Q3
$1.58M Hold
2021
Q2
$1.59M Sell
2021
Q1
$1.68M Buy
2020
Q4
$1.53M Buy