Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
2025
Q1
$1.09M Hold
2024
Q4
$957K Buy
2024
Q3
$1M Sell
2024
Q2
$752K Sell
2024
Q1
$773K Sell
2023
Q4
$798K Buy
2023
Q3
$683K Sell
2023
Q2
$739K Sell
2023
Q1
$788K Buy
2022
Q4
$898K Hold
2022
Q3
$828K Hold
2022
Q2
$969K Sell
2022
Q1
$1.12M Hold
2021
Q4
$1.33M Hold
2021
Q3
$1.31M Hold
2021
Q2
$1.49M Hold
2021
Q1
$1.45M Sell
2020
Q4
$1.33M Hold
2020
Q3
$1.22M Buy