Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.1M Sell
2025
Q1
$3.21M Sell
2024
Q4
$5.9M Sell
2024
Q3
$7.47M Buy
2024
Q2
$6.81M Buy
2024
Q1
$5.75M Buy
2023
Q4
$3.62M Buy
2023
Q3
$2.05M Buy
2023
Q2
$856K Buy
2023
Q1
$518K Buy
2022
Q4
$365K Sell
2022
Q3
$431K Buy
2022
Q2
$324K Buy
2022
Q1
$401K Buy
2021
Q4
$468K Buy
2021
Q3
$328K Buy
2021
Q2
$284K Buy
2021
Q1
$210K Hold
2020
Q4
$234K Buy