Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.97M Buy
2025
Q1
$4.2M Sell
2024
Q4
$7.94M Buy
2024
Q3
$3.51M Buy
2024
Q2
$3.14M Sell
2024
Q1
$5.43M Buy
2023
Q4
$1.62M Sell
2023
Q3
$2.29M Buy
2023
Q2
$1.58M Hold
2023
Q1
$1.41M Sell
2022
Q4
$2.43M Sell
2022
Q3
$2.52M Buy
2022
Q2
$5.08M Buy
2022
Q1
$659K Buy
2021
Q4
$404K Sell
2021
Q3
$747K Buy
2021
Q2
$633K Buy
2020
Q2
Sell
2020
Q1
$89K Buy
2019
Q4
$337K Sell
2019
Q3
$357K Hold
2019
Q2
$469K Buy