Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.2M Sell
2024
Q4
$1.43M Buy
2024
Q3
$1.23M Sell
2024
Q2
$1.25M Hold
2024
Q1
$1.34M Sell
2023
Q4
$1.47M Hold
2023
Q3
$1.25M Sell
2023
Q2
$1.59M Hold
2023
Q1
$1.39M Sell
2022
Q4
$1.38M Hold
2022
Q3
$1.2M Hold
2022
Q2
$1.2M Buy
2021
Q3
Sell
2021
Q2
$2.14M Hold
2021
Q1
$2.03M Buy
2018
Q3
Sell
2018
Q2
$1.78M Buy