Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
2025
Q1
$1.71M Sell
2024
Q4
$2.16M Sell
2024
Q3
$2.58M Hold
2024
Q2
$2.34M Hold
2024
Q1
$2.79M Hold
2023
Q4
$2.02M Buy
2023
Q3
$1.39M Hold
2023
Q2
$1.51M Buy
2023
Q1
$1.31M Buy
2022
Q4
$1.09M Hold
2022
Q3
$1.14M Hold
2022
Q2
$1.15M Hold
2022
Q1
$1.3M Sell
2021
Q4
$1.37M Buy
2021
Q3
$1.04M Buy
2021
Q2
$582K Buy