Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Hold
2025
Q1
$1.41M Sell
2024
Q4
$1.54M Hold
2024
Q3
$1.55M Buy
2024
Q2
$765K Hold
2024
Q1
$880K Hold
2023
Q4
$705K Sell
2023
Q3
$611K Hold
2023
Q2
$622K Sell
2023
Q1
$569K Sell
2022
Q4
$627K Sell
2022
Q3
$705K Sell
2022
Q2
$949K Hold
2022
Q1
$1.09M Hold
2021
Q4
$1.44M Buy
2021
Q3
$744K Buy