Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.72M Hold
2025
Q1
$5.57M Buy
2024
Q4
$494K Buy
2024
Q3
$599K Sell
2024
Q2
$1.05M Hold
2024
Q1
$1.13M Sell
2023
Q4
$1.27M Hold
2023
Q3
$1.1M Sell
2023
Q2
$1.27M Buy
2023
Q1
$884K Hold
2022
Q4
$804K Buy
2022
Q3
$586K Hold
2022
Q2
$691K Sell
2022
Q1
$785K Buy
2021
Q4
$736K Sell
2021
Q3
$720K Hold
2021
Q2
$568K Hold
2021
Q1
$539K Hold
2020
Q4
$536K Hold
2020
Q3
$525K Hold
2020
Q2
$463K Buy
2020
Q1
$329K Buy