Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Hold
2025
Q1
$1.05M Sell
2024
Q4
$1.02M Hold
2024
Q3
$1.25M Hold
2024
Q2
$1.33M Hold
2024
Q1
$1.13M Hold
2023
Q4
$939K Hold
2023
Q3
$741K Hold
2023
Q2
$783K Hold
2023
Q1
$645K Sell
2022
Q4
$635K Hold
2022
Q3
$510K Buy
2022
Q2
$503K Buy
2022
Q1
$563K Buy
2021
Q4
$646K Hold
2021
Q3
$503K Buy
2021
Q2
$454K Buy
2021
Q1
$413K Buy
2020
Q4
$266K Buy