Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Hold
2025
Q1
$497K Sell
2024
Q4
$443K Hold
2024
Q3
$518K Hold
2024
Q2
$684K Hold
2024
Q1
$975K Hold
2023
Q4
$1.11M Sell
2023
Q3
$1.46M Hold
2023
Q2
$1.37M Hold
2023
Q1
$1.34M Hold
2022
Q4
$1.08M Hold
2022
Q3
$1.06M Hold
2022
Q2
$1.54M Sell
2022
Q1
$2.04M Hold
2021
Q4
$2.12M Hold
2021
Q3
$2.19M Sell
2021
Q2
$2.33M Hold
2021
Q1
$2.65M Sell
2020
Q4
$2.06M Hold
2020
Q3
$2.15M Sell
2020
Q2
$2.55M Sell
2020
Q1
$4.82M Buy
2019
Q4
$2.53M Buy