Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2025
Q1
$967K Buy
2024
Q4
$858K Buy
2024
Q3
$965K Buy
2024
Q2
$819K Sell
2024
Q1
$820K Buy
2023
Q4
$718K Sell
2023
Q3
$590K Buy
2023
Q2
$341K Buy
2023
Q1
$313K Buy
2022
Q3
$263K Hold
2022
Q2
$258K Hold
2022
Q1
$278K Hold
2021
Q4
$300K Hold
2021
Q3
$258K Hold
2021
Q2
$263K Hold
2021
Q1
$231K Buy
2020
Q4
$220K Hold
2020
Q3
$220K Buy