Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$1.27M Buy
2024
Q4
$1.88M Buy
2024
Q3
$1.72M Buy
2024
Q2
$1.39M Buy
2024
Q1
$1.4M Buy
2023
Q4
$1.07M Sell
2023
Q3
$861K Buy
2023
Q2
$946K Buy
2023
Q1
$851K Buy
2022
Q4
$633K Sell
2022
Q3
$482K Sell
2022
Q2
$510K Buy
2022
Q1
Sell
2021
Q4
$717K Sell
2021
Q3
$610K Hold
2021
Q2
$584K Hold
2021
Q1
$653K Hold
2020
Q4
$622K Buy
2020
Q3
$521K Hold
2020
Q2
$469K Buy