Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.48M Buy
2025
Q1
Sell
2024
Q4
$8.06M Hold
2024
Q3
$7.29M Hold
2024
Q2
$7.41M Hold
2024
Q1
$5.42M Hold
2023
Q4
$2.97M Hold
2023
Q3
$2.61M Hold
2023
Q2
$2.54M Hold
2023
Q1
$1.67M Hold
2022
Q4
$877K Sell
2022
Q3
$850K Hold
2022
Q2
$1.67M Hold
2022
Q1
$1.92M Hold
2021
Q4
$2.06M Sell
2021
Q3
$1.66M Hold
2021
Q2
$1.6M Hold
2021
Q1
$1.07M Buy