Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
2025
Q1
$1.75M Hold
2024
Q4
$2.13M Buy
2024
Q3
$1.66M Hold
2024
Q2
$1.57M Buy
2024
Q1
$1.31M Buy
2023
Q4
$935K Buy
2023
Q3
$483K Buy
2023
Q2
$353K Hold
2023
Q1
$301K Hold
2022
Q4
$275K Buy
2021
Q3
Sell
2021
Q2
$379K Sell
2021
Q1
$468K Sell
2020
Q4
$467K Sell
2020
Q3
$512K Sell
2020
Q2
$502K Buy
2019
Q3
Sell
2019
Q2
$473K Hold
2019
Q1
$457K Buy