Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.75M Buy
2025
Q1
$3.23M Buy
2024
Q4
$2.89M Sell
2024
Q3
$3.36M Buy
2024
Q2
$2.54M Hold
2024
Q1
$2.45M Sell
2023
Q4
$2.03M Sell
2023
Q3
$1.8M Buy
2023
Q2
$1.9M Buy
2023
Q1
$1.47M Buy
2022
Q4
$832K Buy
2022
Q3
$332K Sell
2022
Q2
$557K Sell
2022
Q1
$839K Sell
2021
Q4
$1.39M Buy
2021
Q3
$966K Buy
2021
Q2
$913K Buy
2021
Q1
$604K Hold
2020
Q4
$642K Buy
2020
Q3
$593K Buy
2020
Q2
$532K Buy