Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Hold
2025
Q1
$1.43M Hold
2024
Q4
$1.21M Hold
2024
Q3
$1.34M Hold
2024
Q2
$1.17M Hold
2024
Q1
$1.24M Sell
2023
Q4
$1.15M Hold
2023
Q3
$1.1M Sell
2023
Q2
$1.1M Sell
2023
Q1
$1.31M Buy
2022
Q4
$1.32M Sell
2022
Q3
$1.19M Hold
2022
Q2
$1.36M Sell
2022
Q1
$1.45M Hold
2021
Q4
$1.21M Hold
2021
Q3
$961K Sell
2021
Q2
$1.05M Buy
2021
Q1
$1M Sell
2020
Q4
$1.01M Buy
2020
Q3
$823K Buy