Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Hold
2025
Q1
$1.02M Hold
2024
Q4
$1M Sell
2024
Q3
$1.38M Hold
2024
Q2
$1.13M Hold
2024
Q1
$1.28M Hold
2023
Q4
$1.22M Buy
2023
Q3
$879K Hold
2023
Q2
$924K Hold
2023
Q1
$908K Hold
2022
Q4
$912K Buy
2022
Q3
$543K Hold
2022
Q2
$572K Hold
2022
Q1
$570K Sell
2021
Q4
$806K Buy
2021
Q3
$441K Hold
2021
Q2
$453K Hold
2021
Q1
$424K Hold
2020
Q4
$486K Buy
2020
Q3
$365K Hold
2020
Q2
$362K Hold
2020
Q1
$348K Buy