Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.14M Buy
2025
Q1
$2.94M Buy
2024
Q4
$2.72M Sell
2024
Q3
$3.36M Sell
2024
Q2
$2.68M Buy
2024
Q1
$301K Hold
2023
Q4
$255K Hold
2023
Q3
$204K Hold
2023
Q2
$219K Buy
2022
Q1
Sell
2021
Q4
$268K Hold
2021
Q3
$212K Hold
2021
Q2
$225K Hold
2021
Q1
$228K Sell
2020
Q4
$273K Hold
2020
Q3
$273K Buy