Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2025
Q1
$1.07M Buy
2024
Q4
$976K Sell
2024
Q3
$1.07M Hold
2024
Q2
$1.2M Hold
2024
Q1
$1.4M Sell
2023
Q4
$1.6M Sell
2023
Q3
$1.82M Sell
2023
Q2
$1.64M Sell
2023
Q1
$1.64M Sell
2022
Q4
$5.38M Buy
2022
Q3
$3.6M Buy
2022
Q2
$3.57M Buy
2022
Q1
$3.4M Buy
2021
Q4
$517K Sell
2021
Q3
$611K Sell
2021
Q2
$751K Sell
2021
Q1
$708K Sell
2020
Q4
$579K Sell
2020
Q3
$448K Sell
2020
Q2
$542K Sell
2020
Q1
$400K Buy
2019
Q4
$965K Buy