Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.9M Hold
2025
Q1
$1.86M Sell
2024
Q4
$1.66M Hold
2024
Q3
$1.52M Buy
2024
Q2
$759K Sell
2024
Q1
$1.11M Hold
2023
Q4
$1.22M Sell
2023
Q3
$1.17M Buy
2023
Q2
$1.14M Buy
2023
Q1
$907K Buy
2022
Q4
$484K Hold
2022
Q3
$406K Hold
2022
Q2
$519K Hold
2022
Q1
$651K Hold
2021
Q4
$802K Sell
2021
Q3
$1.11M Hold
2021
Q2
$974K Sell
2021
Q1
$1.27M Hold
2020
Q4
$1.21M Buy
2020
Q3
$843K Hold
2020
Q2
$759K Sell
2020
Q1
$734K Buy
2019
Q4
$510K Buy