Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.44M Buy
2025
Q1
$5M Hold
2024
Q4
$4.42M Hold
2024
Q3
$5.17M Buy
2024
Q2
$6.78M Sell
2024
Q1
$10.2M Buy
2023
Q4
$9.17M Buy
2023
Q3
$4.62M Buy
2023
Q2
$401K Hold
2023
Q1
$392K Hold
2022
Q4
$317K Hold
2022
Q3
$309K Hold
2022
Q2
$449K Hold
2022
Q1
$595K Hold
2021
Q4
$618K Sell
2021
Q3
$1.44M Hold
2021
Q2
$1.52M Hold
2021
Q1
$1.73M Hold
2020
Q4
$1.34M Buy