Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.86M Hold
2025
Q1
$1.76M Hold
2024
Q4
$1.51M Hold
2024
Q3
$1.38M Sell
2024
Q2
$1.44M Buy
2024
Q1
$1.18M Sell
2023
Q4
$2.26M Buy
2023
Q3
$2.01M Hold
2023
Q2
$2.02M Buy
2023
Q1
$1.63M Hold
2022
Q4
$1.49M Hold
2022
Q3
$1.25M Buy
2022
Q2
$1.18M Buy
2022
Q1
$702K Buy
2020
Q1
Sell
2019
Q4
$306K Hold
2019
Q3
$300K Hold
2019
Q2
$327K Buy