Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Hold
2025
Q1
$2.18M Hold
2024
Q4
$2.4M Hold
2024
Q3
$1.55M Hold
2024
Q2
$2.67M Sell
2024
Q1
$2.8M Buy
2023
Q4
$533K Sell
2023
Q3
$683K Hold
2023
Q2
$488K Hold
2023
Q1
$663K Hold
2022
Q4
$748K Hold
2022
Q3
$1.05M Hold
2022
Q2
$1.37M Buy
2022
Q1
$2.9M Hold
2021
Q4
$3.23M Buy