Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.32M Hold
2025
Q1
$1.28M Sell
2024
Q4
$1.5M Sell
2024
Q3
$1.72M Buy
2024
Q2
$1.91M Buy
2024
Q1
$1.76M Sell
2023
Q4
$1.76M Buy
2023
Q3
$1.36M Buy
2023
Q2
$953K Buy
2023
Q1
$290K Hold
2022
Q4
$328K Buy
2022
Q3
Sell
2022
Q2
$128K Hold
2022
Q1
$139K Buy
2021
Q4
$121K Sell
2021
Q3
$117K Hold
2021
Q2
$109K Hold
2021
Q1
$102K Hold
2020
Q4
$86K Hold
2020
Q3
$69K Hold
2020
Q2
$58K Buy