Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Hold
2025
Q1
$1.47M Buy
2024
Q4
$1.28M Buy
2024
Q3
$995K Hold
2024
Q2
$778K Sell
2024
Q1
$869K Hold
2023
Q4
$744K Hold
2023
Q3
$639K Hold
2023
Q2
$609K Hold
2023
Q1
$597K Hold
2022
Q4
$641K Sell
2022
Q3
$606K Sell
2022
Q2
$748K Hold
2022
Q1
$689K Sell
2021
Q4
$749K Buy