Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
2025
Q1
$4.16M Buy
2024
Q4
$3.67M Sell
2024
Q3
$3.71M Buy
2024
Q2
$2.91M Buy
2024
Q1
$2.1M Buy
2023
Q4
$603K Buy
2023
Q3
$536K Buy
2023
Q2
$395K Hold
2023
Q1
$361K Hold
2022
Q4
$355K Hold
2022
Q3
$306K Sell
2022
Q2
$315K Hold
2022
Q1
$381K Sell
2021
Q4
$396K Hold
2021
Q3
$377K Buy
2021
Q2
$219K Hold
2021
Q1
$211K Buy