Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
2025
Q1
$1.07M Hold
2024
Q4
$1.2M Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.16M Hold
2024
Q1
$943K Buy
2023
Q4
$1.04M Sell
2023
Q3
$975K Buy
2023
Q2
$843K Hold
2023
Q1
$717K Buy
2022
Q4
$545K Hold
2022
Q3
$580K Hold
2022
Q2
$574K Sell
2022
Q1
$748K Hold
2021
Q4
$760K Hold
2021
Q3
$606K Sell
2021
Q2
$626K Hold
2021
Q1
$558K Sell
2020
Q4
$661K Buy