Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.98M Sell
2024
Q4
$4.06M Buy
2024
Q3
$2.09M Hold
2024
Q2
$1.78M Hold
2024
Q1
$2.05M Hold
2023
Q4
$1.94M Hold
2023
Q3
$1.65M Hold
2023
Q2
$1.53M Hold
2023
Q1
$1.44M Hold
2022
Q4
$1.31M Hold
2022
Q3
$1.42M Hold
2022
Q2
$1.63M Hold
2022
Q1
$1.49M Hold
2021
Q4
$1.98M Hold
2021
Q3
$1.88M Hold
2021
Q2
$2.08M Hold
2021
Q1
$2.48M Hold
2020
Q4
$2.43M Sell
2020
Q3
$1.89M Buy
2016
Q1
Sell
2015
Q4
$679K Buy