Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.4M Buy
2025
Q1
$757K Hold
2024
Q4
$873K Hold
2024
Q3
$742K Hold
2024
Q2
$769K Hold
2024
Q1
$718K Sell
2023
Q4
$15.6M Buy
2023
Q3
$4.82M Buy
2023
Q2
$380K Buy
2022
Q3
Sell
2022
Q2
$4.25M Buy
2021
Q3
Sell
2021
Q2
$244K Buy
2021
Q1
Sell
2020
Q4
$365K Hold
2020
Q3
$353K Hold
2020
Q2
$309K Sell
2020
Q1
$27.3M Buy
2019
Q4
$6.71M Buy