Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
$1.15M Hold
2024
Q4
$1.04M Sell
2024
Q3
$1.55M Buy
2024
Q2
$1.46M Hold
2024
Q1
$1.37M Hold
2023
Q4
$1.26M Sell
2023
Q3
$1.1M Buy
2023
Q2
$1.08M Buy
2023
Q1
$820K Hold
2022
Q4
$700K Hold
2022
Q3
$614K Buy
2022
Q2
$660K Hold
2022
Q1
$761K Buy
2021
Q1
Sell
2020
Q4
$228K Sell
2020
Q3
$585K Sell
2020
Q2
$640K Sell
2020
Q1
$623K Buy
2019
Q4
$334K Hold
2019
Q3
$313K Buy