Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.36M Hold
2025
Q1
$2.84M Hold
2024
Q4
$2.51M Sell
2024
Q3
$3.06M Buy
2024
Q2
$1.85M Sell
2024
Q1
$2.15M Hold
2023
Q4
$1.84M Buy
2023
Q3
$1.48M Buy
2023
Q2
$1.19M Sell
2023
Q1
$1.5M Sell
2022
Q4
$1.85M Buy
2022
Q3
$1.5M Hold
2022
Q2
$1.78M Buy
2022
Q1
$613K Buy
2021
Q4
$605K Sell
2021
Q3
$797K Hold
2021
Q2
$841K Buy
2021
Q1
$443K Buy
2020
Q3
Sell
2020
Q2
$270K Buy