Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
2025
Q1
$1.91M Sell
2024
Q4
$2.18M Sell
2024
Q3
$2.64M Buy
2024
Q2
$1.81M Buy
2024
Q1
$1.48M Sell
2023
Q4
$1.67M Sell
2023
Q3
$1.5M Buy
2023
Q2
$1.7M Buy
2023
Q1
$1.15M Hold
2022
Q4
$904K Buy
2022
Q3
$960K Buy
2022
Q2
$528K Hold
2022
Q1
$596K Hold
2021
Q4
$685K Hold
2021
Q3
$546K Buy
2021
Q2
$520K Hold
2021
Q1
$464K Sell
2020
Q4
$550K Buy