Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.28M Hold
2025
Q1
$2.2M Hold
2024
Q4
$1.94M Sell
2024
Q3
$2.73M Sell
2024
Q2
$2.55M Sell
2024
Q1
$3.18M Sell
2023
Q4
$4.32M Sell
2023
Q3
$4.21M Buy
2023
Q2
$2.5M Buy
2023
Q1
$1.58M Buy
2022
Q3
Sell
2022
Q2
$1.3M Buy
2022
Q1
$1.04M Hold
2021
Q4
$1.24M Hold
2021
Q3
$1.23M Hold
2021
Q2
$1.39M Hold
2021
Q1
$1.35M Hold
2020
Q4
$1.22M Hold
2020
Q3
$1.12M Hold
2020
Q2
$1.09M Sell
2020
Q1
$1.69M Buy