Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Hold
2025
Q1
$952K Hold
2024
Q4
$1.37M Hold
2024
Q3
$1.44M Hold
2024
Q2
$1.61M Hold
2024
Q1
$1.66M Hold
2023
Q4
$1.46M Buy
2023
Q3
$837K Buy
2023
Q2
$627K Buy
2023
Q1
$367K Hold
2022
Q4
$738K Buy
2022
Q3
$667K Hold
2022
Q2
$606K Hold
2022
Q1
$748K Buy
2021
Q4
$848K Buy
2021
Q3
$995K Hold
2021
Q2
$1.19M Buy
2021
Q1
$379K Sell
2020
Q4
$11M Buy