Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.52M Buy
2025
Q1
$2.75M Buy
2024
Q4
$2.39M Buy
2024
Q3
$1.34M Buy
2024
Q2
$1.11M Buy
2024
Q1
$582K Hold
2023
Q4
$605K Hold
2023
Q3
$551K Sell
2023
Q2
$735K Sell
2023
Q1
$998K Hold
2022
Q4
$1.02M Buy
2022
Q3
$975K Hold
2022
Q2
$977K Sell
2022
Q1
$1.11M Hold
2021
Q4
$873K Sell
2021
Q3
$898K Buy
2021
Q2
$901K Buy
2021
Q1
$862K Buy
2020
Q4
Sell
2020
Q3
$3.62M Buy