Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$820K Sell
2024
Q4
$1.05M Hold
2024
Q3
$948K Sell
2024
Q2
$1.99M Hold
2024
Q1
$1.46M Sell
2023
Q4
$810K Hold
2023
Q3
$712K Hold
2023
Q2
$692K Hold
2023
Q1
$454K Hold
2022
Q4
$239K Sell
2022
Q3
$211K Hold
2022
Q2
$263K Hold
2022
Q1
$474K Hold
2021
Q4
$511K Hold
2021
Q3
$360K Hold
2021
Q2
$347K Hold
2021
Q1
$232K Buy
2020
Q4
$207K Hold
2020
Q3
$215K Buy