Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
2025
Q1
$1.6M Buy
2024
Q4
$1.75M Buy
2024
Q3
$1.58M Buy
2024
Q2
$1.34M Buy
2023
Q3
$946K Sell
2023
Q2
$1.43M Buy
2023
Q1
$573K Sell
2022
Q4
$644K Sell
2022
Q3
$1.37M Buy
2022
Q2
$684K Sell
2022
Q1
$892K Hold
2021
Q4
$907K Sell
2021
Q3
$794K Buy
2021
Q2
$700K Hold
2021
Q1
$624K Hold
2020
Q4
$678K Buy