Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.59M Sell
2025
Q1
$7.84M Buy
2024
Q4
$7.02M Sell
2024
Q3
$9.96M Buy
2024
Q2
$5.58M Buy
2024
Q1
$6.92M Buy
2023
Q4
$7.8M Buy
2023
Q3
$6.79M Buy
2023
Q2
$226K Hold
2023
Q1
$251K Sell
2022
Q4
$246K Buy
2022
Q3
Sell
2022
Q2
$227K Sell
2022
Q1
$299K Buy
2021
Q4
$370K Hold
2021
Q3
$322K Buy
2018
Q4
Sell
2018
Q3
$84K Buy
2018
Q2
$10K Sell
2018
Q1
$15K Buy