Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
2025
Q1
$2.11M Hold
2024
Q4
$2.05M Hold
2024
Q3
$1.98M Hold
2024
Q2
$1.9M Sell
2024
Q1
$1.71M Sell
2023
Q4
$1.54M Buy
2023
Q3
$1.32M Hold
2023
Q2
$1.26M Buy
2023
Q1
$1.13M Buy
2022
Q4
$715K Buy
2022
Q3
$629K Buy
2022
Q2
$435K Buy
2022
Q1
$75K Sell
2021
Q4
$628K Buy
2021
Q3
$3K Hold
2021
Q2
$2K Buy
2020
Q3
Sell
2020
Q2
$229K Hold
2020
Q1
$216K Sell
2019
Q4
$327K Buy