Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
2025
Q1
$2.83M Sell
2024
Q4
$3.18M Buy
2024
Q3
$524K Hold
2024
Q2
$487K Hold
2024
Q1
$555K Hold
2023
Q4
$536K Hold
2023
Q3
$522K Hold
2023
Q2
$567K Hold
2023
Q1
$586K Hold
2022
Q4
$582K Hold
2022
Q3
$544K Hold
2022
Q2
$589K Hold
2022
Q1
$600K Hold
2021
Q4
$556K Hold
2021
Q3
$572K Hold
2021
Q2
$642K Hold
2021
Q1
$608K Hold
2020
Q4
$569K Hold
2020
Q3
$490K Hold
2020
Q2
$502K Hold
2020
Q1
$445K Buy