Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
2025
Q1
$1.55M Buy
2024
Q4
$1.52M Hold
2024
Q3
$1.83M Buy
2024
Q2
$2.25M Sell
2024
Q1
$2.5M Hold
2023
Q4
$1.95M Sell
2023
Q3
$1.52M Buy
2023
Q2
$1.8M Sell
2023
Q1
$2.18M Hold
2022
Q4
$1.75M Buy
2022
Q3
$1.29M Buy
2022
Q2
$1.38M Buy
2022
Q1
$404K Hold
2021
Q4
$482K Buy
2021
Q3
$414K Buy
2021
Q2
$242K Buy