Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.26M Hold
2024
Q4
$1.32M Hold
2024
Q3
$1.25M Hold
2024
Q2
$1.18M Hold
2024
Q1
$1.41M Hold
2023
Q4
$1.24M Hold
2023
Q3
$1.14M Hold
2023
Q2
$1.35M Hold
2023
Q1
$1.04M Hold
2022
Q4
$983K Hold
2022
Q3
$1.07M Hold
2022
Q2
$1.46M Sell
2022
Q1
$5.36M Hold
2021
Q4
$7.12M Sell
2021
Q3
$7.78M Hold
2021
Q2
$7.85M Sell
2021
Q1
$8.08M Buy