Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.8M Sell
2025
Q1
$7.01M Buy
2024
Q4
$6.76M Sell
2024
Q3
$7.9M Buy
2024
Q2
$3.02M Buy
2024
Q1
$264K Buy
2023
Q4
$231K Sell
2023
Q3
$208K Buy
2023
Q2
Sell
2023
Q1
$214K Hold
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$232K Hold
2021
Q4
$256K Buy
2021
Q3
$272K Buy
2021
Q2
$275K Buy
2021
Q1
$219K Buy
2020
Q4
$241K Buy
2020
Q3
$215K Buy