Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
2025
Q1
$734K Sell
2024
Q4
$1.14M Buy
2024
Q3
$720K Hold
2024
Q2
$522K Buy
2024
Q1
$354K Buy
2023
Q4
$146K Sell
2023
Q3
$377K Hold
2023
Q2
$389K Buy
2023
Q1
$426K Hold
2022
Q4
$304K Sell
2022
Q3
$314K Sell
2022
Q2
$6.2M Sell
2022
Q1
$23M Buy
2021
Q4
$22.2M Buy
2021
Q3
$13.9M Buy
2021
Q2
$430K Sell
2021
Q1
$374K Buy
2020
Q2
Sell
2020
Q1
$28K Buy